William Jin
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 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
11 years in the industry.
- Bank of America, N.A.Nov 2023 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2023 to now
- UnemployedFeb 2023 to Jul 2023
- AdobeJul 2022 to Feb 2023
- Elite ChoiceJan 2022 to Feb 2023
- Vee VenturesJun 2021 to Aug 2021
- RiseJan 2021 to Jun 2022
- Abi Fi CorpJun 2020 to Jul 2022
- Star Mountain CapitalMar 2020 to Sep 2020
- Ermenegildo ZegnaJul 2019 to Aug 2019
- AtlasxJun 2019 to Aug 2019
- CollegeAug 2018 to May 2022
- Nyu Stern School of BusinessAug 2018 to May 2022
- Louis VuittonJul 2018 to Sep 2018
- 360pr+Jun 2018 to Jul 2018
- 360pr+Jun 2017 to Aug 2017
- High SchoolSep 2015 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7788122
- Firm CRD
- 7691