William Scott A'hearn

$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
IL	RA	APPROVED	2026-05-20

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Chicago	IL	03/2026	Present
Crowe Llp	Chicago	IL	08/2024	03/2026
Full-Time Education	Bloomington	IN	08/2023	08/2024
Crowe Llp	Chicago	IL	06/2023	08/2023
Full-Time Education	Fishers	IN	08/2015	06/2023
Bank Of America, N.A.	Chicago	IL	05/2026	Present

03/2026 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chicago, IL
08/2024 → 03/2026

Crowe Llp

Chicago, IL
08/2023 → 08/2024

Full-Time Education

Bloomington, IN
06/2023 → 08/2023

Crowe Llp

Chicago, IL
08/2015 → 06/2023

Full-Time Education

Fishers, IN
05/2026 → Present

Bank Of America, N.A.

Chicago, IL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-05-20

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