WA
William Andrew Mertes
CRD 2717949
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| American Financial Advisors Inc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
American Financial Advisors Inc
Cio · 50% – 75% · Jul 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗