Willard Schriver, financial advisor Pennington NJ
88 score

Willard Schriver

CRD Number: 6309136
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Willard Schriver (CRD# 6309136) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pennington, NJ and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Pennington, NJ May 2014 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington, NJ Feb 2014 - Current 2
Old Man Rafferty's New Brunswick, NJ Apr 2000 - Feb 2014 13
Thomas Edison State College Trenton, NJ Jan 2013 - Sep 2013 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for Willard C. Schriver
Phone Number: 800-637-7455
Registered State(s):
  • NJ
  • 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
88
Clean Record
This advisor has a clean track record with regulators.

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