William Gerard Pierce

Employer firm

Bny Mellon Advisors, Inc. CRD 106108

$33.5B regulatory AUM 22 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• MUTUAL FUND SCREENING, MODEL PORTFOLIO DELIVERY, MANAGER RESEARCH

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

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

Current Employers

Employment History

• 12/2011 → Present
  Pershing Llc
  Phoenixville, PA
• 12/2011 → 06/2023
  Lockwood Advisors, Inc
  Phoenixville, PA
• 06/2023 → Present
  Bny Mellon Advisors, Inc.
  Pennington, NJ

Previous Registrations

• 2011-09-01 → 2011-11-21
  Nuveen Asset Management, Llc
  Chicago, IL
• 2009-02-06 → 2011-09-01
  Nuveen Fund Advisors, Llc
  Chicago, IL
• 2003-11-10 → 2009-01-27
  Rittenhouse Asset Management, Inc.
  Radnor, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-11-07