William C Wennberg

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

• 09/2024 → 01/2025
  Equitable Advisors, Llc
  New York, NY
• 09/2024 → 02/2025
  Dupont Country Club
  Wilmington, DE
• 08/2021 → 07/2024
  Hamiltons On Magnolia
  Auburn, AL
• 08/2024 → 08/2024
  Unemployed
  Wilmington, DE
• 08/2020 → 05/2024
  Auburn Univeristy
  Auburn, AL
• 06/2023 → 08/2023
  Mutual Of America Financial Group
  New York, NY
• 05/2021 → 06/2023
  Dewey Beer Company
  Dewey Beach, DE
• 07/2020 → 05/2021
  Dupont Country Club
  Wilmington, DE
• 05/2017 → 07/2020
  Siegle Jcc
  Wilmginton, DE
• 08/2016 → 05/2020
  Salesianum School
  Wilmington, DE
• 05/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Summerville, SC
• 02/2025 → 05/2025
  Le Cavalier
  Wilmington, DE
• 06/2025 → Present
  Bank Of America, N.A.
  Summerville, SC

Previous Registrations

• 2024-12-11 → 2025-02-20
  Equitable Advisors, Llc
  Conshohocken, PA

Other Businesses

1)DUPONT COUNTRY CLUB, 1001 ROCKLAND RD WILMINGTON DE 19803, FITNESS DESK ATTENDANT, START DATE: 9/1/24, 40 HRS PER MO, NOT INVESTMENT RELATED;

Exams

• S66 Uniform Combined State Law Examination
  2024-12-10

Other Names

• William Wennberg
• Will Wennberg
• William Christian Wennberg
• William Christian Wennberg
• William C Wennberg