William Charles Snyder
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2021 to now
- Bank of AmericaJul 2021 to now
- John Carroll UniversityAug 2020 to May 2021
- Dtr AssociatesMay 2020 to Jul 2020
- John Carroll UniversityAug 2019 to May 2020
- Union Home MortgageMay 2019 to Aug 2019
- John Carroll UniversityAug 2018 to May 2019
- OateyMay 2018 to Aug 2018
- John Carroll UniversityAug 2017 to May 2018
- Waterway CarwashJun 2015 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7211340
- Firm CRD
- 7691