William Mcentegart

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

• 08/2014 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
• 09/2014 → Present
  Bank Of America, N.A.
  Chandler, AZ

Other Businesses

I*108716 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: JWRS ENTERPRISES LLC INVESTMENT RELATED: N ADDRESS OF BUSINESS: PHOENIX, ARIZONA 85083 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: FAMILY HELD, START DATE OF RELATIONSHIP: 9/18/2017 NUMBER OF HOURS DEVOTED: 5 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: AMERICARE FRANCHISE PROVIDING NON-MEDICAL COMPANION CARE IN CLIENT HOMES. STARTING LLC WITH MY FIANCÉ FOR BUSINESS, MY ROLE WOULD BE ONLY AS AN EQUITY PARTNER IN THE ENTERPRISE, I WOULD NOT BE INVOLVED IN DAY TO DAY CLIENT INTERACTIONS. I*516007 For profit or not for profit: Entity For Profit Name of outside business organization: TBD Investment related: N Address of business: Phoenix, Arizona, 85083 Nature of business: ["Limited Liability Company"] Position, title, association: ["Owner"], Start date of relationship: 8/6/2021 Number of hours devoted: 5 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , Will be forming LLC to purchase rental property

Exams

• S66 Uniform Combined State Law Examination
  2013-09-28

Other Names

• Will Mcentegart
• William P Mcentegart
• William Patrick Mcentegart