William Leslie Ervin

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

• 03/1991 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tallahassee, FL
• 11/2009 → Present
  Bank Of America,Na
  Tallahassee, FL
• 06/2011 → Present
  Bank Of America Na
  Tallahassee, FL

Other Businesses

I*5147276, Entity Type: , Name of OBA: W E III, Address: Tallahassee, Florida, 32312, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 07/31/2026, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: I*5147277, Entity Type: , Name of OBA: J B E, Address: Tallahassee, Florida, 32312, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 07/31/2026, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: I*5149267, Entity Type: , Name of OBA: L B E, Address: Tallahassee, Florida, 32312, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 07/31/2026, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties:

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-06-04

Other Names

• William Leslie (Jr) Ervin