William F Keeney

Current Employers

Employment History

• 10/2009 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Sudbury, MA
• 07/2011 → Present
  Bank Of America, N.A.
  Newton, MA

Previous Registrations

• 2004-10-20 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Maynard, MA
  Wayland, MA
  Sudbury, MA
  Sudbury, MA
• 2003-07-25 → 2004-10-20
  Quick & Reilly, Inc.
  Newton, MA

Other Businesses

I*90064 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: L A AUTO MUSEUM INVESTMENT RELATED: N ADDRESS OF BUSINESS: BROOKLINE, MASSACHUSETTS 2445 POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER START DATE OF RELATIONSHIP: 1/25/2016 NUMBER OF HOURS DEVOTED: 5 HOURS MTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: LAAM IS AN AUTOMOTIVE MUSEUM BASED IN BROOKLINE SHOWCASING THE COLLECTION OF THE ANDERSON FAMILY. CURRENTLY, THE MUSEUM IS THE OLDEST COLLECTION OF CARS IN THE COUNTRY. I*1907268, Entity Type Fiduciary role, Name of OBA:C E DCSD TTEE U/A DTD 06/22/2018 BY CA E Address: North Grafton, Massachusetts, 01536 Investment Related: yes Position, Title, Association: Trustee Employee Start Date: No Hours: 1 monthly No Hours during trading: 1 monthly Duties: Trustee I*1916270, Entity Type, Name of OBA: C A E Address: North Grafton, MA 01536 Investment Related: Position, Title, Association: Trustee Employee Start Date:6/24/2024 No Hours: 1 hr monthly No Hours during trading: Duties: C EATON DCSD TTEE U/A DTD 06/22/2018 BY C A E - xxxx0819 - MERRILL LYNCH, C A E DCSD TTEE U/A DTD 06/22/2018 BY CHRISTOPHER A EATON - xxxx5958 - MERRILL LYNCH - Trustee I*2086273, Entity Type Fiduciary, Name of OBA: Estate of F T W Address: Cohasset, Massachusetts, 02025 Investment Related: No Position, Title, Association: Administrator Employee Start Date:15-Nov-2024 No Hours: 1 monthly No Hours during trading: 1 monthly Duties: Administrator I*2533285, Entity Type: , Name of OBA: M W, Address: Cohasset, Massachusetts, 02025, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 13-Jun-2025, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: Trustee I*3035266 Entity Type: Fiduciary role Name of OBA: W. F K. TTEE M. W. trust Address: North Grafton, Massachusetts Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 10/20/2025 Number of Hours: 1, Weekly Number of Hours during trading: 1, Weekly Duties: Co-Trustee/Aunt I*3862265, Entity Type: , Name of OBA: MLPF& S CUST FBO M E W DECD IRA FBO M E W TRUST TR , Address: N Grafton, Massachusetts, 01536, Investment Related: N, Position, Title, Association: Co-Trustee, Employee Start Date: 03/03/2026, No Hours: 1 Weekly, No Hours during Trading: 1 Weekly, Duties:

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-08-17
• S65 Uniform Investment Adviser Law Examination
  1998-08-12

Other Names

• William Francis Keeney