Unclaimed Profile

William Dietz Merrill

FIRST REPUBLIC SECURITIES COMPANY, LLC·SAN FRANCISCO, California

SIE, Series 4, Series 7, Series 24, Series 63Clean recordFIRST REPUBLIC SECURITIES COMPANY, LLC

111 PINE STREET, SAN FRANCISCO, CA 94111CRD# 3170027Firm CRD# 105108

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Dietz Merrill · SAN FRANCISCO, CA

Registration

CRD #3170027 · FIRST REPUBLIC SECURITIES COMPANY, LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 63

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FIRST REPUBLIC SECURITIES COMPANY, LLC

CRD 105108 · SEC 801-71759

Employees

Total firm employees

Services offered by FIRST REPUBLIC SECURITIES COMPANY, LLC

Per Form ADV

Other

View all advisors at FIRST REPUBLIC SECURITIES COMPANY, LLC →

Introduction

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Frequently Asked Questions

What services does William Dietz Merrill offer?

William Dietz Merrill specializes in Fee-Only Advisory. Contact their office in SAN FRANCISCO, California for a consultation.

What are William Dietz Merrill's credentials?

William Dietz Merrill is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Dietz Merrill located?

William Dietz Merrill is based in SAN FRANCISCO, California, working with FIRST REPUBLIC SECURITIES COMPANY, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does William Dietz Merrill charge for services?

William Dietz Merrill's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FIRST REPUBLIC SECURITIES COMPANY, LLC?

FIRST REPUBLIC SECURITIES COMPANY, LLC has approximately 3 employees. The firm is registered with the SEC as an investment adviser.

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