William Kastin (CRD# 6386169) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Englewood, FL and has 1 year of experience in the finance industry.
CRD# 2700373
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3143414
Lpl Financial LLC
CRD# 5554248
Truist Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Charlotte, FL | Apr 2021 - Current | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte, FL | Apr 2021 - Current | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Port Charlotte, FL | Dec 2021 - Dec 2021 | < 1 |
| Enterprise Rent-a-car | Sarasota, FL | May 2015 - Dec 2021 | 6 |
| C&m Auto Body | Middletown, NY | Sep 2015 - Apr 2016 | < 1 |
| Unemployed | Wallkill, NY | Jan 2015 - May 2015 | < 1 |
| Maxim Group LLC | New York, NY | Aug 2014 - Jan 2015 | < 1 |
| St. John's Athletics | New York, NY | Apr 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2022 |
- FL
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- 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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