William Edward Munnerlyn
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.
- Bank of America N.A.Dec 2023 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2022 to now
- Verge MobileJan 2022 to Mar 2022
- Hip ConstructionNov 2020 to Jan 2022
- SaversOct 2020 to Nov 2020
- UnemployedJun 2020 to Oct 2020
- AmazonApr 2020 to Jun 2020
- Family DollarNov 2019 to Apr 2020
- UnemployedJul 2019 to Nov 2019
- Mosaic Sales SolutionsMar 2019 to Nov 2019
- Elevate StaffingOct 2018 to Jun 2019
- Udanta Inc.Dec 2017 to Jan 2022
- The Hype Agency LlSep 2017 to Dec 2019
- University of ArkansasSep 2017 to Jun 2019
- UnemployedJul 2017 to Sep 2017
- Usc ConsultingJan 2015 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (RI, 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
- 7513040
- Firm CRD
- 7691