William
Hagerty
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
William Hagerty is a financial advisor working out of Lincoln, Rhode Island. Hagerty is an employee of Merrill Lynch, Pierce, Fenner & Smith Inc. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Santander Bank, Na, Clarke Cooke House, L'Etoile Restaurant, Valley Country Club, University Of Rhode Island, Santander Securities, LLC and Bank Of America N.A. Hagerty maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in Rhode Island and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a registered investment business headquartered in New York, NY. The investment advisory business has offices in 3,372 locations and a total of 36,687 advisors. It oversees $1 trillion in total assets across its 2,864,234 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves 4,459 charities and foundations. Of its 2,864,234 accounts, 23% are associated with high-net-worth clients who have greater than $1 million in assets. The advisory firm performs a broad range 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 charged by financial advisors vary depending on which service is provided. Fees billed 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 Hagerty Work History
William has been registered as a financial advisor for 0 years.*
Bank Of America N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Santander Bank, Na
Santander Securities, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Santander Bank, Na
Clarke Cooke House
L'Etoile Restaurant
Valley Country Club
University Of Rhode Island
*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 Hagerty 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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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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