William Merrigan, financial advisor Plantation FL

William Merrigan

CRD Number: 6070109
Current Firm: Morgan Stanley

William Merrigan (CRD# 6070109) is an Investment Advisor Representative working at Morgan Stanley in Plantation, FL and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Plantation, FL Sep 2023 - Current < 1
Morgan Stanley Plantation, FL Sep 2023 - Current < 1
Morgan Stanley Plantation, FL Jan 2023 - Current 1
E*trade Capital Management, LLC Plantation, FL Mar 2022 - Current 2
E*trade Securities LLC Plantation, FL Mar 2022 - Current 2
E*trade Securities LLC Ft. Lauderdale, FL Jul 2019 - Mar 2022 2
E*trade Capital Management, LLC Ft. Lauderdale, FL Jul 2019 - Mar 2022 2
J.p. Morgan Securities LLC Boca Raton, FL May 2016 - Jul 2019 3
St. John The Babtist Catholic Church Men's Club Ft. Lauderdale, FL Sep 2014 - May 2016 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale, FL Jul 2013 - May 2016 2
Bank Of America, N.a. Fort Lauderdale, FL Jul 2013 - May 2016 2
Brian Piccolo Chapter Of National College Football Hall Of Fame Coral Springs, FL Jan 2005 - May 2016 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2012
Contact Info for William M. Merrigan
Phone Number: 914-225-5510
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    1,185,061
    MILLIONS
  • Total Number of Accounts
    2,233,188
    ACCOUNTS
  • Average Account Value
    $530,659
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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