William
Naff

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#2744636
Investment Advisor
in Fairhope, AL

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About this Advisor

William Naff is an investment advisor based in Fairhope, Alabama. Currently a registered advisor at Merrill Lynch, Pierce, Fenner & Smith Inc, Naff has 17 years of professional experience in the financial advisory industry. Naff maintains Series 63 and Series 66 licenses, which qualify the advisor as a securities representative. Naff is able to advise investors based out of Alabama and Texas. Throughout their career, Naff has worked at Rbc Capital Markets Corporation, Merrill Lynch, Pierce, Fenner & Smith Inc, Rbc Wealth Mgmt and Bank Of America, N.A. Merrill Lynch, Pierce, Fenner & Smith Inc is located in Fairhope, Alabama, and operates out of 3,270 other brick-and-mortar locations in the United States. As an advisor firm, Merrill Lynch, Pierce, Fenner & Smith Inc manages $962 billion in assets throughout 2,529,169 accounts and retains more than 36,383 people. The firm's total assets under management places it among the largest investment advisory firms in the United States. The firm manages 778,387 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 7% of the investment firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. Merrill Lynch, Pierce, Fenner & Smith Inc provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. The firm may charge clients asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

17 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

No

Office Location

601 N Section St
Fairhope, AL 36532

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$962,052,205,321

AL Average: $7,464,549,021
Total Number of Employees

36,383

AL Average: 88
Total Number of Accounts

2,529,169

AL Average: 3,892
Average Account Size

$380,383

AL Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

William Naff Work History

William has 17 years of experience.

2014 - Present (7 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2014 - Present (7 years)

Bank Of America, N.A

2008 - 2014 (6 years)

Rbc Capital Markets Corporation

2003 - 2014 (11 years)

Rbc Wealth Mgmt

Disclosures

William Naff has no disclosures.

Please visit their SEC profile for more details.

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Chor-Shing Chan
New York, NY
Jeffrey Petersen
Vero Beach, FL
Michael Mason
Holly Springs, NC
Rayan Hamze
Chandler, AZ

This content was compiled from the SEC and FINRA.

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