William Ianni
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Bridgewater, NJ 08807
Credentials
Series 66
Industry experience
7 years
William Ianni is a Financial Advisor with Merrill Lynch Wealth Management, providing personalized financial strategies to individuals and families, including business owners, senior executives, medical professionals, and lawyers. Leveraging the investment resources of Merrill and the banking capabilities of Bank of America, he offers a comprehensive approach that covers areas such as retirement planning, portfolio management, tax minimization, legacy planning, and small business strategies. He serves as a personal CFO to his clients, focusing on their short-, mid-, and long-term financial goals and delivering a family office-style client experience.
Ianni holds a Bachelor's Degree from New Jersey City University and has earned the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His practice emphasizes understanding each client's unique needs and providing ongoing advice and guidance as those needs evolve. William is committed to simplifying the complexities of wealth management and supporting families through multiple generations.
Born and raised in New Jersey, Ianni currently resides in Somerville. Outside of his professional work, he enjoys cooking, golfing, hiking, traveling, and spending time with family and friends.
Based on Merrill
$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)
Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated
100 Somerset Corporate Blvd
Bridgewater, NJ 08807
New Jersey · Texas
Bank of America, N.A.
2023 - Present (3 years)
Merrill
2023 - Present (3 years)
JPMorgan Chase Bank, N.A.
2021 - 2023 (2 years)
J.P. Morgan Securities
2021 - 2023 (2 years)
Principal Pre Ipo
2020 - 2021 (1 year)
National Securities Corporation
2019 - 2020 (1 year)
National Asset Management, Inc
2019 - 2020 (1 year)
Forte Capital
2019 - 2019 (1 year)
Allied Millennial Partners, LLC
2018 - 2019 (1 year)
New Jersey City University
2016 - 2020 (4 years)
Unemployed
2011 - 2016 (5 years)
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Is active or affiliated with:
Insurance agent
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Bank
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Trust company
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Real estate agent
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Other specialized services
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Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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