William Davis Haas
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Bank of America, N.A.Aug 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2026 to now
- Great Plains Capital Partners, LLCMay 2024 to Jun 2026
- Edward JonesMay 2023 to Aug 2023
- Great Plains Capital, LLCMay 2023 to Aug 2023
- Southern Glazer'sFeb 2022 to Aug 2022
- UpsJun 2021 to Jul 2021
- University of KansasAug 2020 to May 2024
- Overland Park Golf AssociationMay 2018 to Aug 2020
- Yaya's Euro BistroJul 2017 to Apr 2018
- Blue Valley West High SchoolAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (KS).
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
- 7735324
- Firm CRD
- 7691