William Henry Bryan

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

• 06/2018 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Greenwich, CT
• 08/2014 → 05/2018
  Yale University
  New Haven, CT
• 06/2017 → 08/2017
  Bank Of America Merrill Lynch
  Pasadena, CA
• 07/2019 → Present
  Bank Of America, N.A
  Greenwich, CT

Other Businesses

I*1174309 For profit or not for profit: Entity For Profit Name of outside business organization: CMW ENTERTAINMENT LLC Investment related: N Address of business: Jersey City, New Jersey, 07306 Nature of business: ["Limited Liability Company"] Position, title, association: ["General Partner/Managing Member"], Start date of relationship: 2/11/2023 Number of hours devoted: 7 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: , Music artist management and digital marketing agency. My role is to provide strategic consulting and operational support.

Exams

• S66 Uniform Combined State Law Examination
  2018-10-05

Other Names

• William H Bryan
• Will Bryan
• William Bryan