William Wright
Financial advisor at Merrill
William Wright has worked in the financial industry for 2 years and is a fiduciary financial advisor based in Chicago, Illinois. William has been with Merrill since 2025. 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 6312 advisors with offices in Chicago, and one of 5878 fiduciaries.
At a glance
Services through Merrill
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.
Career
- Mar 2025 – nowMerrillCurrent firm
Contact William
Local office(312) 325-2767Ask for William. (800) 637-7455Main office · New York, NY 110 N Wacker Dr Pbig - ChicagoChicago, IL 60606Office · Get directions
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Questions to ask William
Tailored to William’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
About William
How do I contact William?
Call William’s local office at (312) 325-2767 or the Merrill main office at (800) 637-7455, and ask for William Wright.
How long has William been a financial advisor?
William has been in the industry since 2025, about 2 years. 2 years in the industry.
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.