William C Wennberg
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 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
10 years in the industry.
- Bank of America, N.A.Jun 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2025 to now
- Le CavalierFeb 2025 to May 2025
- Dupont Country ClubSep 2024 to Feb 2025
- Equitable Advisors, LLCSep 2024 to Jan 2025
- UnemployedAug 2024 to Aug 2024
- Mutual of America Financial GroupJun 2023 to Aug 2023
- Hamiltons On MagnoliaAug 2021 to Jul 2024
- Dewey Beer CompanyMay 2021 to Jun 2023
- Auburn UniveristyAug 2020 to May 2024
- Dupont Country ClubJul 2020 to May 2021
- Siegle JccMay 2017 to Jul 2020
- Salesianum SchoolAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (SC, 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
- 7985633
- Firm CRD
- 7691