William Edward Mccormack

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

• 06/2015 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Philadelphia, PA
• 08/2015 → Present
  Bank Of America, N.A.
  Philadelphia, PA

Previous Registrations

• 2011-05-11 → 2015-06-25
  Barclays Capital Inc.
  Philadelphia, PA

Other Businesses

I*2287276, Entity Type: Fiduciary role Name of OBA: J T M, Address: Lakewood, New Jersey, 08701, Investment Related: No, Position, Title, Association: Power of Attorney, Employee State Date: 02-Apr-2025, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties: Power of Attorney for parentI*2675266, Entity Type: , Name of OBA: JTM , Address: Haverford, Pennsylvania, 19041, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 31-Jul-2025, No Hours: 1 Yearly, No Hours during Trading: 1 Yearly, Duties: Power of Attorney for parent I*3650267 Entity Type: N/A Name of OBA: HADLEY C MCCORMACK = H C M Address: Haverford, Pennsylvania, 19041 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 01/27/2026 Number of Hours: 1, Monthly Number of Hours during trading: 1, Monthly Duties: Child/Grandchild I*3652268 Entity Type: N/A Name of OBA: WILLIAM E MCCORMACK JR = W E M J Address: Haverford, Pennsylvania, 19041 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 01/27/2026 Number of Hours: 1, Monthly Number of Hours during trading: 1, Monthly Duties: Child/Grandchild

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-05-10
• S63 Uniform Securities Agent State Law Examination
  2002-11-22

Other Names

• William E Mccormack