Morgan Stanley
47yrs
Top advisor for experience in New York
New
William Scott A'Hearn
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith
At a glance
ExperienceNew to the profession (since May 2026)
How that compares ?New to the profession
OfficeOne Bryant Park, New York, NY 10036
How the firm is paid ?Percent of assets, Flat fee, Commissions
States licensed ?1 state
Services through Merrill Lynch, Pierce, Fenner & Smith
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.
Uniform Combined State Law Examination
Career
- May 2026 – nowMerrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent firm
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?
About William
How do I contact William?
Call Merrill Lynch, Pierce, Fenner & Smith at 800-637-7455 and ask for William Scott A'Hearn. William works from the New York, NY office.
How long has William been a financial advisor?
William is new to the profession, registered since May 2026, and holds 1 license.
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 Lynch, Pierce, Fenner & Smith 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 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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