B. Riley Wealth Advisors
43yrs
Top advisor by experience in Brooklyn
8yrs
William McElroy
Financial advisor at Merrill
William McElroy has worked in the financial industry for 8 years and is a fiduciary financial advisor based in Brooklyn, New York. William joined Merrill in 2026, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. Merrill reports being paid through a percentage of assets, flat fees, and commissions.
One of 579 advisors with offices in Brooklyn, and one of 507 fiduciaries.
At a glance
Experience8 years (since 2019)
How that compares ?8 years in the industry
Office474 Fulton St, Brooklyn, NY 11201
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 ?1 state
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.
Career
- Aug 2026 – nowMerrillCurrent firm
Contact William
Local office(212) 236-1381Ask for William. (800) 637-7455Main office · New York, NY 474 Fulton StBrooklyn, NY 11201Office · Get directions
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Questions to ask William
Tailored to William’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 William
How do I contact William?
Call William’s local office at (212) 236-1381 or the Merrill main office at (800) 637-7455, and ask for William McElroy.
How long has William been a financial advisor?
William has been in the industry since 2019, about 8 years. 8 years in the industry.
What licenses does William hold?
Series 63, 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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