Level Four Advisory Services
46yrs
Top advisor by experience at Level Four Advisory Services
37yrs
William Tripodo
Financial advisor at Merrill
William Tripodo has worked in the financial industry for 37 years and is a financial advisor based in Great Neck, New York. William has been with Merrill since 2008. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
At a glance
Experience37 years (since 1990)
How that compares ?Top 7% by experience at Merrill
Office805 Northern Blvd, Great Neck, NY 11021
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?2 states
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2008 – nowMerrillCurrent firm
Contact William
Local office(516) 498-3300Ask for William. (800) 637-7455Main office · New York, NY 805 Northern BlvdGreat Neck, NY 11021Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask William
Tailored to William’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About William
How do I contact William?
Call William’s local office at (516) 498-3300 or the Merrill main office at (800) 637-7455, and ask for William Tripodo.
How long has William been a financial advisor?
William has been in the industry since 1990, about 37 years. Top 7% by experience at Merrill.
What licenses does William hold?
Series 63. Tap any license on this page to see what it allows.
Is William a fiduciary?
William is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is William paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask William for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Merrill
42yrs
Top 1% by experience in Great Neck
Merrill
42yrs
Top 2% by experience in Great Neck
Osaic Wealth
42yrs
Top 2% by experience in New York
Cambridge Investment Research Advisors
42yrs
Top 3% by experience in New York
Merrill
41yrs
Top 3% by experience in New York