William Anthony Lowry
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.Aug 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporateMar 2025 to now
- Tony L Woodworking LLCAug 2021 to now
- Matt Devine Allstate AgencyAug 2024 to Jan 2025
- Progessive InsuranceJul 2023 to Jul 2024
- Carrington Mortgage Services LLCAug 2018 to Oct 2022
- Annie MacMar 2018 to Jul 2018
- Rp FundingAug 2016 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 8067781
- Firm CRD
- 7691