William J Hunter

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2010 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA

Other Businesses

I*134744 For profit or not for profit: For-Profit Organization Name of outside business organization: iRep2 LLC Investment related: N Address of business: Medfield, Massachusetts 02052 Nature of business: LLC, Position, title, association: Other, Gifting money so son can start an ecommerce site Start date of relationship: 11/17/2020 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: My 24yr old son had trouble finding a job post graduation, so he wanted to establish an ecommerce site (via Shopify) to sell silicone bracelets. We gifted him money for registration fee, hosting fees and supplies. We do not expect to be compensated,

Exams

• S63 Uniform Securities Agent State Law Examination
  1988-01-12

Other Names

• Bill Hunter
• William Joseph Hunter
• William Hunter