William Reichert, financial advisor Dublin OH
93 score

William Reichert

CRD Number: 1057754
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

William Reichert (CRD# 1057754) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Dublin, OH and has over 34 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Bank Of America, N.a. Dublin, OH Dec 2009 - Current 7
Merrill Lynch, Pierce, Fenner & Smith Incorporated Dublin, OH May 1982 - Current 34
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1982
S65 NASAA Investment Advisors Law Examination Mar 1995
Contact Info for William L. Reichert
Phone Number: 800-637-7455
Registered State(s):
  • FL
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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