William
Hazen
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
William Hazen is a financial advisor operating out of Augusta, Georgia who has 1 year of industry experience. Hazen is currently employed by Merrill Lynch, Pierce, Fenner & Smith Inc. Over the course of their career, they have held roles at Wells Fargo Advisors, LLC, State Farm Charlie Eidson, University Of South Carolina -Aiken, Wells Fargo Clearing Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Hazen maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Georgia, South Carolina and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a firm headquartered in New York, NY. The company has offices in 3,372 locations and a total of 36,687 employees. It administers $1 trillion in assets among its 2,864,234 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 4,459 charitable organizations. Of its 2,864,234 client accounts, 23% are held by high-net-worth clients who have at least $1 million in assets available to invest. Merrill Lynch, Pierce, Fenner & Smith Inc has a broad set of services, including 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. Fees for financial management largely are based on the services. Fees charged by Merrill Lynch, Pierce, Fenner & Smith Inc most likely include some blend of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,093,689,238,206
36,687
2,864,234
$381,844
Investment Advisory 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 Hazen Work History
William has been registered as a financial advisor for 1 years.*
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
State Farm Charlie Eidson
University Of South Carolina -Aiken
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of William Hazen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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