William Markel is a CFP-designated registered investment advisor, based in Buffalo, NY, with 45 years of industry experience.
Location
6400 Sheridan Drive, Suite 220, Buffalo, NY, 14221
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William is an officer of WLM LLC, which was created to charter a sailboat for tax purposes, dedicating minimal time annually. He is also an officer of Farnsworth Florist Properties LTD, his mother's real estate holding company, spending minimal time annually.
Employment History
Current Registrations
Snowden Account Services LLCBroker
Snowden Capital Advisors LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Dean Witter Reynolds INC.Broker
Prudential-Bache Securities INC.Broker
State Registrations34 states
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