William Strnad
William Strnad is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Chicago, IL, with 29 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
110 N Wacker Dr, Pbig - Chicago, Chicago, IL, 60606
Get directionsHistory
Regulatory History (4)
Customer Dispute
July 2010Customer Dispute
October 2009Customer Dispute
April 2008Employment Separation After Allegations
September 2003Other Business Activities
William is a limited partner in JAWS Capital Partners LLC, a raw land investment company, since 2003. He dedicates minimal time to this passive investment.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
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.
Banc One Securities Corporation
Banc One Securities CorporationBroker
First Chicago Nbd Investment Services, INC.Broker
State Registrations35 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.