William B George

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

• 10/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Woodinville, WA
• 11/2022 → 10/2024
  Bmo
  Seattle, WA
• 05/2022 → 10/2022
  Ila Vietnam
  Ho Chi Minh
• 11/2021 → 08/2023
  Bank Of The West
  Portland, OR
• 08/2017 → 10/2021
  Us Bank
  Vancouver, WA
• 02/2017 → 08/2017
  Lyft
  Portland, OR
• 02/2017 → 08/2017
  Uber
  Portland, WA
• 03/2017 → 08/2017
  Hollywood Fitness
  Portland, OR
• 10/2016 → 02/2017
  Northwest Quadvan
  Portland, OR
• 05/2016 → 10/2016
  Carbone Hyundai
  New Hartford, NY
• 04/2014 → 10/2016
  Crazy Clam
  Sylvan Beach, NY
• 12/2024 → Present
  Bank Of America, N.A.
  Woodinville, WA

Other Businesses

I*2069300, Entity Type, Name of OBA: Rental Property 1 Address: VancouverWashington98682 Investment Related: No Position, Title, Association: Sole owner Employee Start Date: 06/02/2022 No Hours: .5 monthly No Hours during trading: .25 monthly Duties: I*2066416, Entity Type, Name of OBA: Rental Property 2 Address: SarasotaFlorida34235 Investment Related: No Position, Title, Association: Sole owner Employee Start Date: 07/01/2021 No Hours: 0.5 monthly No Hours during trading: 0.5 monthly Duties: I*2066428, Entity Type, Name of OBA: Rental Property 2 Address: Eagle LakeFlorida33839 Investment Related: No Position, Title, Association: Sole owner Employee Start Date: 03/23/2022 No Hours: 1 monthly No Hours during trading: 0.5 Duties:

Exams

• S66 Uniform Combined State Law Examination
  2025-01-24