William Wright

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

• 12/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 12/2020 → 12/2024
  Hightower Advisors
  Chicago, IL
• 09/2014 → 12/2020
  Ernst & Young, Llp
  Chicago, IL
• 03/2020 → 06/2022
  Northwestern Kellogg
  Chicago, IL
• 01/2025 → Present
  Bank Of America, N.A.
  Chicago, IL

Other Businesses

I*: 2436267 Entity Type: Charitable Name of OBA: Golden Apple Foundation Address: Chicago, IL 60607 Investment Related: No Position, Title, Association: Board member Employee Start Date: 5/1/2025 Number of Hours: 20 hrs annually Number of Hours during trading: 0 Duties: Golden Apple is committed to making a material difference in resolving the teacher shortage by expanding the pipeline of highly effective, diverse educators, especially in schools-of-need through our teacher preparation programs is a Chicago based organization. As a member of the organization's Associates Board (effectively a Junior Board) , we help promote engagement of teachers and volunteers for the organization.

Exams

• S66 Uniform Combined State Law Examination
  2025-03-17

Other Names

• William Alexander Wright