William BryanCRD Number: 6664669
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
William Bryan (CRD# 6664669) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY and has over 3 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
Park Avenue Securities LLC
|Bank Of America, N.a||Greenwich, CT||Jul 2019 - Current||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Greenwich, CT||Jun 2018 - Current||3|
|Yale University||New Haven, CT||Aug 2014 - May 2018||3|
|Bank Of America Merrill Lynch||Pasadena, CA||Jun 2017 - Aug 2017||< 1|
|Bank Of America Merrill Lynch||Pasadena, CA||Jun 2016 - Aug 2016||< 1|
|Isys Solutions||Brea, CA||Jun 2015 - Jul 2015||< 1|
|Diamond Ranch High School||Pomona, CA||Sep 2010 - Jun 2014||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2018|
Total Assets Under Management1,084,544MILLIONS
Total Number of Accounts2,605,171ACCOUNTS
Average Account Value$416,304
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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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