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William Digman

13 Years of Experience
Palm Harbor, FL
Broker

William Digman is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Palm Harbor, FL, with 13 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25581 advisors
Number of Clients
1,738,212 clients
Average Client Portfolio
$869K average
Assets Under Management
$1511.1B

Fee Structure

Investment management only (planning not offered)

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.

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Location

33451 US Highway 19 N, Palm Harbor, FL, 34684

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

William is an owner and employee of Digmans LLC, where he purchases and trains horses for competition, with training provided by his daughter. He dedicates a few hours per week to this activity and assists with funding business operating expenses.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2015 - Present · 10 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2015 - Present · 10 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2015 - Present · 10 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2014 - July 2015 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2014 - July 2015 · 11 mos
Banc of America Investment Services, INC.Broker
May 2006 - May 2007 · 1 yr
Citicorp Investment ServicesBroker
May 2005 - May 2006 · 1 yr
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
William Digman - Financial Advisor | TrueAdvisor