William Patrick Schumann
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 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
12 years in the industry.
- Bank of America, N.A.Nov 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2022 to now
- UnemployedMar 2022 to May 2022
- Fifth Wheel FreightJun 2021 to Mar 2022
- Harper's BrewpubJun 2019 to Sep 2019
- ShopriteMay 2018 to Jul 2019
- Michigan State UniversityAug 2017 to May 2021
- Vector MarketingJun 2017 to Nov 2017
- Dunkin' DonutsApr 2017 to May 2017
- Bel Air High SchoolAug 2014 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 8003371
- Firm CRD
- 7691