William Evans

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

• 06/2013 → 08/2019
  J.P. Morgan Securities Llc
  Chicago, IL
• 06/2013 → 08/2019
  Jpmorgan Chase Bank Na
  Chicago, IL
• 08/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 08/2019 → Present
  Bank Of America, Na
  Chicago, IL

Previous Registrations

• 2010-11-30 → 2013-07-01
  Alliancebernstein L.P.
  Chicago, IL
• 2002-12-03 → 2005-02-28
  Morgan Stanley Dw Inc.
  Chicago, IL
  Chicago, IL

Other Businesses

I*: 1760321 Entity Type: Name of OBA: Catch A Lift Address: Investment Related: Position, Title, Association: Employee Start Date: Number of Hours: Number of Hours during trading: Duties: I am volunteering to help with a golf fundraising event

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-12-02
• S66 Uniform Combined State Law Examination
  2010-09-20
• S63 Uniform Securities Agent State Law Examination
  1993-05-14

Other Names

• Bill Evans
• William Michael Evans
• William M. Evans