William Edwin james Meigs
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 yearsExperience
3 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.Jul 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2024 to now
- TravelMay 2024 to Jun 2024
- University of GeorgiaFeb 2024 to Apr 2024
- University of GeorgiaSep 2023 to Jan 2024
- Synovus Bank (creative Financial Group)Jun 2023 to Aug 2023
- Synovus BankSep 2022 to May 2023
- Synovus BankJun 2022 to Aug 2022
- The Avenue PubAug 2020 to Jan 2021
- Georgia Home ProductsMay 2020 to Aug 2020
- University of GeorgiaJan 2020 to May 2022
- The University of AlabamaAug 2019 to Apr 2020
- Georgia Home ProductsJun 2019 to Oct 2019
- Alan C. Pope High SchoolAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (FL, TX, UT).
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
- 7946417
- Firm CRD
- 7691