William Munnerlyn, financial advisor Lincoln RI

William Munnerlyn

CRD Number: 7513040
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

William Munnerlyn (CRD# 7513040) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lincoln, RI and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln, RI Feb 2022 - Current 1
Verge Mobile Middletown, RI Jan 2022 - Mar 2022 < 1
Hip Construction Johnston, RI Nov 2020 - Jan 2022 1
Udanta Inc. East Providence, RI Dec 2017 - Jan 2022 4
Savers East Providence, RI Oct 2020 - Nov 2020 < 1
Unemployed East Providence, RI Jun 2020 - Oct 2020 < 1
Amazon Fall River, MA Apr 2020 - Jun 2020 < 1
Family Dollar East Providence, RI Nov 2019 - Apr 2020 < 1
The Hype Agency Ll Salem, NH Sep 2017 - Dec 2019 2
Unemployed East Providence, RI Jul 2019 - Nov 2019 < 1
Mosaic Sales Solutions Rogers, AR Mar 2019 - Nov 2019 < 1
Elevate Staffing Glendale, CA Oct 2018 - Jun 2019 < 1
University Of Arkansas Fayetteville, AR Sep 2017 - Jun 2019 1
Unemployed Fayetteville, AR Jul 2017 - Sep 2017 < 1
Usc Consulting Tampa, FL Jan 2015 - Jul 2017 2
Ars Austin, TX Nov 2013 - Dec 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2022
Contact Info for William E. Munnerlyn
Phone Number: 800-637-7455
Registered State(s):
  • RI
  • TX
By the Numbers
  • Total Assets Under Management
    1,093,689
    MILLIONS
  • Total Number of Accounts
    2,864,234
    ACCOUNTS
  • Average Account Value
    $381,844
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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, WY

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