Morgan Stanley
47yrs
Top advisor by experience in Short Hills
28yrs
William White is a fiduciary financial advisor in Short Hills, New Jersey, with 28 years in the industry. William joined Merrill in 2009, after five years at Banc of America Investment Services and two years at Quick & Reilly. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 318 advisors with offices in Short Hills, and one of 301 fiduciaries.
At a glance
Experience28 years (since 1998)
How that compares ?Top 19% by experience at Merrill
Office51 John F Kennedy Parkway, Short Hills, NJ 07078
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 66Uniform Combined State Law Examination
Career
- 2009 – nowMerrillCurrent firm
- 2004 – 2009Banc of America Investment Services, Inc.Previously
- Nov 2002 – Oct 2004Quick & Reilly, Inc.Previously
Contact William
(800) 637-7455Firm headquarters in New York, NY. Ask for William. 51 John F Kennedy ParkwayShort Hills, NJ 07078Office · Get directions
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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
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About William
How do I contact William?
Call Merrill at (800) 637-7455 and ask for William White. William works from the Short Hills, NJ office.
How long has William been a financial advisor?
William has been in the industry since 1998, about 28 years. Top 19% by experience at Merrill.
What licenses does William hold?
Series 66. Tap any license on this page to see what it allows.
Is William a fiduciary?
William is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
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.
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