William Derkasch

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 11/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 05/2021 → 11/2021
  Unemployed
  Basking Ridge, NJ
• 02/2021 → 05/2021
  Wiss & Company Llc
  Florham Park, NJ
• 09/2019 → 02/2021
  Unemployed
  Basking Ridge, NJ
• 06/2019 → 08/2019
  Merrill Lynch
  Bridgewater, NJ
• 08/2018 → 06/2019
  University Of Delaware
  Newark, DE
• 06/2018 → 08/2018
  Northwestern Mutual
  Morristown, NJ
• 05/2021 → 12/2021
  Derkasch Dental Health Associates Pa
  Kenilworth, NJ
• 08/2015 → 06/2018
  University Of Delaware
  Newark, DE

Exams

• S66 Uniform Combined State Law Examination
  2026-04-28

Other Names

• Liam Derkasch