William Scott Deacon

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

• 12/1994 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
• 12/2009 → Present
  Bank Of America, Na
  Boston, MA

Other Businesses

I*104227 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: XENOTHERAPEUTICS INVESTMENT RELATED: N ADDRESS OF BUSINESS: BOSTON, MASSACHUSETTS 2113 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, START DATE OF RELATIONSHIP: 4/3/2017 NUMBER OF HOURS DEVOTED: 1 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: I WILL BE SITTING ON A BOARD AND HELPING MAKE DECISIONS FOR A BURN VICTIM NOT FOR PROFIT. IT IS A SOCIAL POSITION AND THERE IS FUND SOCIAL FIND RAISING AND I HAVE MANY FRIENDS WHO ARE PLASTIC SURGIONS . I*123784 For profit or not for profit: For-Profit Organization Name of outside business organization: Rental Property Investment related: N Address of business: salem, Connecticut 06420 Nature of business: LLC Position, title, association: Limited Partner, Start date of relationship: 5/30/2019 Number of hours devoted: 3 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: 1/3 rd owner lake house that we may rent out for weddings and short term to cover electric and gas bills. this is to offset expenses.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-04-11
• S63 Uniform Securities Agent State Law Examination
  1994-02-17

Other Names

• Bill Deacon
• William S Deacon