William Moore
William Moore is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Macon, GA, with 33 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
3920 Arkwright Rd, Macon, GA, 31210
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2005Customer Dispute
October 1999Other Business Activities
William owns rental property in Montezuma, Georgia, dedicating minimal time to it. He is also a board member and director for the Monroe County Law Enforcement Foundation Inc. and a committee employee for Forsyth Methodist Church.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Morgan Stanley
Morgan Stanley Dw INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations25 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.