William Robert Harris

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

• 12/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Decatur, GA
• 07/2020 → 12/2021
  Aaa/Acg
  Atlanta, GA
• 11/2018 → 07/2020
  American Family Insurance Thele Moore Agency
  Stone Mountain, GA
• 01/2018 → 11/2018
  Allstate Insurance Wayne Copper Agency
  Stone Mountain, GA
• 06/2017 → 01/2018
  Nalley Hyundai (Asbury Automotive Group)
  Lithonia, GA
• 11/2016 → 06/2017
  Malcolm Cunningham Hyundai
  Lilburn, GA
• 01/2015 → 12/2016
  Financial Design Associates/ Mass Mutual
  Jacksonville, FL
• 04/2022 → Present
  Bank Of America, N.A.
  Decatur, GA

Exams

• S66 Uniform Combined State Law Examination
  2022-07-01

Other Names

• William Robert Harris
• Billy Bob Harris
• William Harris