William David Osman
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
13 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
13 years in the industry.
- Bank of America, N.A.Aug 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2026 to now
- UBSJun 2023 to Jul 2026
- East Carolina University College of BusinessAug 2021 to May 2023
- Sports & Properties IncAug 2020 to Nov 2020
- Outdoor ProvisionsApr 2020 to Aug 2021
- Nc State University AthleticsJan 2020 to Apr 2020
- Bad Daddy's Burger BarJul 2019 to Feb 2020
- USA BaseballMay 2019 to Sep 2019
- Macallan ConstructionMay 2019 to Aug 2019
- Wolfbytes RadioSep 2018 to Jul 2021
- PacktvAug 2018 to May 2021
- Contempora FabricsMay 2018 to Aug 2018
- Nc State UniversityAug 2017 to May 2021
- Watson's Christmas Tree FarmNov 2015 to Dec 2018
- Lumberton Racquet ClubAug 2013 to Aug 2017
- Lumberton Senior High SchoolAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 7753886
- Firm CRD
- 7691