William Brandstrader

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

• 10/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Northbrook, IL
• 03/2023 → Present
  Yardhouse
  Glenview, IL
• 05/2021 → 05/2022
  Valley Lodge
  Wilmette, IL
• 01/2021 → 05/2021
  Jersey Mikes
  Glenview, IL
• 04/2016 → 10/2020
  North Shore Country Club
  Glenview, IL
• 05/2021 → 03/2023
  Valley Lodge Tavern
  Wilmette, IL
• 07/2024 → 12/2024
  Chicago Partners Wealth Advisors
  Chicago, IL
• 05/2023 → 07/2023
  Playpen Sports
  Glenview, IL
• 05/2021 → 05/2024
  Loyola University Chicago
  Chicago, IL
• 08/2021 → 12/2024
  Loyola University Chicago
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2026-03-02

Other Names

• William Ralph Brandstrader