William Merrill Conde

Employer firm

First Command Advisory Services CRD 281958

$24.4B regulatory AUM 1,013 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2025 → 04/2026
  First Command Brokerage Services Inc.
  Fort Worth, TX
• 10/2024 → 08/2025
  N/A
  Clemson, SC
• 03/2021 → 10/2024
  Amazon
  Northborough, MA
• 06/1995 → 12/2020
  Us Army
  Concord, MA
• 04/2026 → Present
  First Command Brokerage Services, Inc.
  Fort Worth, TX
• 04/2026 → Present
  First Command Advisory Services, Inc.
  Fort Worth, TX
• 04/2026 → Present
  First Command Insurance Services, Inc.
  Fort Worth, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-01-22
• S63 Uniform Securities Agent State Law Examination
  2025-12-18

Other Names

• Bill Conde