William Daniel Joyce

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

• 10/2009 → 07/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Orlando, FL
• 03/2010 → 07/2018
  Bank Of America, Na
  Orlando, FL
• 06/2019 → 04/2022
  Raymond James & Associates, Inc.
  St. Petersburg, FL
• 07/2018 → 06/2019
  Unemployed
  Maidland, FL
• 03/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lake Mary, FL

Previous Registrations

• 2019-06-26 → 2022-04-22
  Raymond James & Associates, Inc.
  St. Petersburg, FL
  Maitland, FL
• 2009-10-23 → 2018-07-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
  Winter Park, FL
  New York, NY
  New York, NY
  Orlando, FL
  New York, NY
• 2002-09-13 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Winter Park, FL
  Boston, MA
  Boston, MA
  Charlotte, NC
  Winter Park, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-05-30
• S63 Uniform Securities Agent State Law Examination
  1989-06-01

Other Names

• William D Joyce