Sandra
Williams

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#2466181
Investment Advisor
in Seattle, WA

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Sandra Williams is a financial advisor operating in Seattle, Washington, with a total of 41 years in the industry. Williams is an employee of Merrill Lynch, Pierce, Fenner & Smith Inc. They have been employed by Merrill Lynch, Pierce, Fenner & Smith Inc for their entire career. Williams holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in Texas and Washington. Merrill Lynch, Pierce, Fenner & Smith Inc is an advisory business headquartered in Seattle, Washington. The firm has offices in 3,270 locations and a total of 36,383 financial advisors. It oversees $962 billion in total assets among its 2,529,169 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 4,927 charitable organizations. Of its 2,529,169 customer accounts, just 7% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Merrill Lynch, Pierce, Fenner & Smith Inc provides a number of services, such as 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. A financial advisor's fees usually depend on the services. Fee types charged by Merrill Lynch, Pierce, Fenner & Smith Inc can consist of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

41 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

1215 4Th Ave
Seattle, WA 98161

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$962,052,205,321

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

36,383

WA Average: 88
Total Number of Accounts

2,529,169

WA Average: 3,892
Average Account Size

$380,383

WA Average: $1,917,921

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Sandra Williams Work History

Sandra has 41 years of experience.

1979 - Present (42 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

Sandra Williams has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc

Katelyn Gallagher
Chandler, AZ
Jacob Church
Henderson, NV
Ryan Harrison
Pennington, NJ
Aniello Iazzetta
Concord, CA
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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started