William Liebowitz
William Liebowitz is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Stuart, FL, with 36 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
Location
2301 SE Monterey Rd, Stuart, FL, 34996
Get directionsHistory
Regulatory History (4)
Customer Dispute
March 2016Customer Dispute
March 2011Customer Dispute
March 2008Customer Dispute
October 2004Other Business Activities
William is a committee member for Chabad of Palm Beach Gardens, a charitable organization, dedicating minimal time. He is also a general partner in B_Happy LLC with his wife, and owns rental property, spending minimal time on each activity.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Lehman Brothers INC.Broker
Smith Barney, Harris Upham & CO., IncorporatedBroker
Blinder, Robinson & CO., INC.Broker
State Registrations24 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.