Merrill
44yrs
Top advisor by experience in North Bethesda
14yrs
Michael Williams
Financial advisor at Merrill
Michael Williams has worked in the financial industry for 14 years and is a fiduciary financial advisor based in North Bethesda, Maryland. Michael has been with Merrill since 2012. 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 131 advisors with offices in North Bethesda, and one of 127 fiduciaries.
At a glance
Experience14 years (since 2012)
How that compares ?More experience than 56% of advisors in North Bethesda
Office11810 Grand Park Ave, North Bethesda, MD 20852
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
- 2012 – nowMerrillCurrent firm
Contact Michael
11810 Grand Park AveNorth Bethesda, MD 20852Office · Get directions Firm main line(800) 637-7455Headquarters: Merrill · New York, NY
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Questions to ask Michael
Tailored to Michael’s registration and firm.
- 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 Michael
How do I contact Michael?
Call Merrill at (800) 637-7455 and ask for Michael Williams. Michael works from the North Bethesda, MD office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2012, about 14 years. More experience than 56% of advisors in North Bethesda.
What licenses does Michael hold?
Series 66. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Michael 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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