William Mortimer Conlan

$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:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-11-10
RI	RA	APPROVED	2025-09-05

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	North Kingstown	RI	06/2025	Present
Citizens Bank	Johnston	RI	02/2023	06/2025
Unemployed	Seymour	CT	08/2022	01/2023
Bryant University	Smithfield	RI	08/2021	08/2022
Bryant University	Smithfield	RI	09/2017	05/2021
Ace Hardware	Oxford	CT	04/2020	09/2020
Seymour High School	Seymour	CT	09/2013	06/2017
Brownson Country Club	Shelton	RI	04/2016	08/2020
Bank Of America, N.A.	North Kingstown	RI	09/2025	Present

06/2025 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

North Kingstown, RI
02/2023 → 06/2025

Citizens Bank

Johnston, RI
08/2022 → 01/2023

Unemployed

Seymour, CT
08/2021 → 08/2022

Bryant University

Smithfield, RI
09/2017 → 05/2021

Bryant University

Smithfield, RI
04/2020 → 09/2020

Ace Hardware

Oxford, CT
09/2013 → 06/2017

Seymour High School

Seymour, CT
04/2016 → 08/2020

Brownson Country Club

Shelton, RI
09/2025 → Present

Bank Of America, N.A.

North Kingstown, RI

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-09-04

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