William Bressler
CRD Number: 5933257Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
William Bressler (CRD# 5933257) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fort Lee, NJ and has over 4 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
Score
107
CRD# 832532
Altium Wealth Management LLC
Score
107
CRD# 5973991
Cfs Investment Advisory Services LLC
Score
107
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Fort Lee, NJ | Aug 2014 - Current | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Lee, NJ | May 2014 - Current | 4 |
| Axa | New York, NY | Mar 2012 - May 2014 | 2 |
| Fordham University | New York, NY | Jan 2010 - May 2014 | 4 |
| Manhattan College | New York, NY | Sep 2009 - Aug 2010 | < 1 |
| Benzel-busch Mercedes Benz | Englewood, NJ | Sep 2009 - Apr 2010 | < 1 |
| Manhatten College | New York, NY | Sep 2009 - Jan 2010 | < 1 |
| Benzel Busch Motor Car Corp | New Jersey, NJ | May 2009 - Sep 2009 | < 1 |
| Bergen Catholic High School | New Jersey, NJ | Sep 2005 - May 2009 | 3 |
| Englewood Cliffs School | Englewood Cliffs, NJ | Sep 2001 - May 2009 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2013 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2014 |
- NJ
- TX
-
Total Assets Under Management639,574MILLIONS
-
Total Number of Accounts1,831,494ACCOUNTS
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Average Account Value$349,209
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
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, WY
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