William Martin Merrigan

Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

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

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

Current Employers

Employment History

• 05/2016 → 07/2019
  J.P. Morgan Securities Llc
  Boca Raton, FL
• 07/2019 → 03/2022
  E*Trade Securities Llc
  Fort Lauderdale, FL
• 07/2019 → 03/2022
  E*Trade Capital Management Llc
  Fort Lauderdale, FL
• 03/2022 → 09/2023
  E*Trade Capital Management Llc
  Plantation, FL
• 03/2022 → 09/2023
  E*Trade Securities Llc
  Plantation, FL
• 01/2023 → 08/2026
  Morgan Stanley Smith Barney Llc
  Plantation, FL
• 08/2026 → Present
  Truist Investment Services, Inc.
  Ft. Lauderdale, FL
• 08/2026 → Present
  Truist Advisory Services, Inc.
  Ft Lauderdale, FL

Previous Registrations

• 2023-09-05 → 2026-05-07
  Morgan Stanley
  Plantation, FL
  Plantation, FL
• 2019-07-29 → 2023-09-05
  Harrisdirect Llc
  Arlington, VA
  Fort Lauderdale, FL
  Ft. Lauderdale, FL
  Plantation, FL
• 2016-05-20 → 2019-08-15
  J.P. Morgan Securities Llc
  Boca Raton, FL
  Boca Raton, FL
  Boca Raton, FL
  Coconut Creek, FL
• 2013-07-22 → 2016-05-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Lauderdale, FL
• 2012-09-13 → 2013-05-29
  Morgan Stanley
  Boca Raton, FL

Exams

• S66 Uniform Combined State Law Examination
  2012-09-10

Other Names

• William Merrigan
• William Martin Merrigan
• William M Merrigan