William
Snyder
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
William Snyder is a financial advisor working out of Cleveland, Ohio with a total of 1 year of industry experience. Snyder currently works for Merrill Lynch, Pierce, Fenner & Smith Inc. Throughout their career, Snyder has worked at Dtr Associates, John Carroll University, Union Home Mortgage, Oatey, Waterway Carwash, Aurora City Schools, Bank Of America and Merrill Lynch, Pierce, Fenner & Smith Inc. Snyder has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in Ohio and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is an advisory business operating out of New York, NY. It has offices in 3,372 locations and a total of 36,687 people on staff. It controls $1 trillion in assets under management across its 2,864,234 customer accounts, placing it among the largest firms in the nation by assets under management. The firm serves 4,459 charities and foundations. Of its 2,864,234 client accounts, 23% are held by high-net-worth investors who have more than $1 million in assets. The business offers a number 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 typically are based on which services the firm provides the client. However, fees billed by Merrill Lynch, Pierce, Fenner & Smith Inc 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 Snyder Work History
William has been registered as a financial advisor for 1 years.*
Bank Of America
Merrill Lynch, Pierce, Fenner & Smith Inc
Dtr Associates
John Carroll University
John Carroll University
Union Home Mortgage
John Carroll University
Oatey
John Carroll University
Waterway Carwash
Aurora City Schools
*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 Snyder to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc
Scottsdale, AZ
West Jordan, UT
New York, NY
Lincoln, RI
Washington, DC
Jacksonville, FL
New York, NY
New York, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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