William Olee Manning

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

• 02/2006 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC

Other Businesses

Name of the other business: West Point Association of Graduates Whether the business is investment-related: No Address of the other business: West Point, New York, 10996, US Nature of the other business: WPAOG is the Alumni Association for the US Military Academy. Its mission is to serve West Point and its graduates; its purpose is to further the ideals and promote the welfare of the USMA. Your position: Finance Committee member Title, or relationship with the other business: Committee Member Start date of your relationship: 2/23/2021 Approximate number of hours/month you devote to the other business: 1 Number of hours you devote to the other business during securities trading hours: 1 Briefly describe your duties relating to the other business: Review budgets, YTD performance and provide insight into current management practices that might be helpful to the organization

Exams

• S66 Uniform Combined State Law Examination
  2022-04-04

Other Names

• Will Manning