William Schneider, financial advisor Jacksonville FL
89 score

William Schneider

CRD Number: 6227363
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

William Schneider (CRD# 6227363) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jacksonville, FL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville, FL Jul 2013 - Current 3
University Of North Florida Jacksonville, FL Jan 2013 - Jul 2013 < 1
Pnc Mortgage Jacksonville, FL Aug 2012 - Jun 2013 < 1
Fscj Jacksonville, FL Jan 2011 - Dec 2012 1
Gold Pros Jacksonville, FL Jan 2012 - Jul 2012 < 1
Convergys Jacksonville, FL Sep 2010 - Dec 2011 1
Teph Seal Jacksonville, FL Feb 2011 - Jun 2011 < 1
Publix Jacksonville, FL Jul 2007 - Aug 2010 3
Unemployed Jacksonville, FL Jul 2003 - Jun 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2014
S66 NASAA Uniform Combined State Law Examination Apr 2014
Contact Info for William J. Schneider
Phone Number: 800-637-7455
Registered State(s):
  • FL
  • 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
89
Clean Record
This advisor has a clean track record with regulators.

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