Best Investors Account Sign in

William M Mcatee

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Wilmington, NC

Greenville, SC

Claim This Profile
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-20
NC RA APPROVED 2025-09-26
  • TX RA
    APPROVED
    Since 2025-10-20
  • NC RA
    APPROVED
    Since 2025-09-26

Branch Locations

1123 Military Cutoff Rd, Wilmington, NC 28405 • United States

355 S Main St, Greenville, SC 29601 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 06/2025 Present
Clemson Univeristy Clemson SC 06/2020 05/2025
Unemployed Clemson SC 06/2015 06/2020
Adobe San Jose CA 05/2021 06/2021
Crestview Group Clemson SC 03/2025 05/2025
Bank Of America, N.A. Charlotte NC 10/2025 Present
  • 06/2025 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Charlotte, NC
  • 06/2020 → 05/2025
    Clemson Univeristy
    Clemson, SC
  • 06/2015 → 06/2020
    Unemployed
    Clemson, SC
  • 05/2021 → 06/2021
    Adobe
    San Jose, CA
  • 03/2025 → 05/2025
    Crestview Group
    Clemson, SC
  • 10/2025 → Present
    Bank Of America, N.A.
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-26
  • S66 Uniform Combined State Law Examination
    2025-09-26
Other Names
  • Bubba Mcatee

View on SEC IAPD

Other Firms

RAYMOND JAMES & ASSOCIATES, INC.
WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
OSAIC INSTITUTIONS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
MORGAN STANLEY
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Other Investors

MATTHEW STEPHEN BENNETT
Gary R Bechtold
EDWARD MONTGOMERY KNOX
TIMOTHY CALHOUN GRAY
EMILY ROGERS HARVEY
CHARLES WARREN MINTZ
Savannah Castor King
JOHN DAVID THOMAS

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · Wilmington, NC
WELLS FARGO CLEARING SERVICES, LLC · WILMINGTON, NC
WELLS FARGO CLEARING SERVICES, LLC · WILMINGTON, NC
WELLS FARGO CLEARING SERVICES, LLC · WILMINGTON, NC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WILMINGTON, NC
OSAIC INSTITUTIONS, INC. · Wilmington, NC
STATE FARM INVESTMENT MANAGEMENT CORP. · Wilmington, NC
WELLS FARGO CLEARING SERVICES, LLC · WILMINGTON, NC

More in Wilmington, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor