George William Mcmullen

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

• 02/2011 → 11/2017
  Bank Of America, N.A.
  Princeton, NJ
• 11/2017 → 06/2019
  Wells Fargo Clearing Services, Llc
  Plymouth Meeting, PA
• 06/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Princeton, NJ
• 07/2019 → Present
  Bank Of America, N.A.
  Princeton, NJ

Previous Registrations

• 2017-11-03 → 2019-06-18
  Wells Fargo Clearing Services, Llc
  Wayne, PA
  Abington, PA
  Jenkintown, PA
  Philadelphia, PA
  Philadelphia, PA
  Philadelphia, PA
  Philadelphia, PA
  Philadelphia, PA
• 2009-10-23 → 2017-11-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Mercerville, NJ
  Mercerville, NJ
  Princeton, NJ
  Summit, NJ
• 2004-10-20 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Mercerville, NJ
  Mercerville, NJ
• 2004-06-17 → 2004-10-20
  Quick & Reilly, Inc.
  Mercerville, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-06-16
• S63 Uniform Securities Agent State Law Examination
  2000-03-31

Other Names

• George William Mcmullen
• George Mcmullen