William Gardner, financial advisor Staten Island NY

William Gardner

CRD Number: 1288202
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

William Gardner (CRD# 1288202) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Staten Island, NY and has over 39 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, Na Staten Island, NY Feb 2010 - Current 14
Merrill Lynch, Pierce, Fenner & Smith Incorporated (7691) Staten Island, NY Dec 2009 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1984
Contact Info for William R. Gardner
Phone Number: 800-637-7455
Firm Website: https://www.merrill.com
Registered State(s):
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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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