William W. Sahlman

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

• 06/2009 → 06/2017
  Morgan Stanley
  New York, NY
• 01/2015 → 06/2017
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 06/2017 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 08/2017 → Present
  Bank Of America, N.A.
  New York, NY

Previous Registrations

• 2009-06-01 → 2017-06-16
  Morgan Stanley
  New York, NY
  New York, NY
• 2008-09-22 → 2009-06-01
  Morgan Stanley & Co. Llc
  New York, NY
• 2008-03-26 → 2008-10-02
  Lehman Brothers Inc.
  New York, NY
  New York, NY
  New York, NY

Other Businesses

I*458757For profit or not for profit: Entity For ProfitName of outside business organization: Bull-Poet, LLCInvestment related: N0Address of business: New York, New York, 10022,Position, title, association: OwnerStart date of relationship: 8/1/2024Number of hours devoted: 1 hour YearlyNumber of hours devoted during trading hours: 0Duties: This LLC was created for the sole purpose of co-owning a sailboat for recreational purposes. It is not a business, and the language of the LLC creation document specifically prohibits any business or revenue generating activity in the LLC. Name of the other business: F. K.'s GrandchildrenInvestment-related: NoAddress of the other businessNature of the other businessYour position: Co-TrusteeStart date of your relationship: 10/06/2015Approximate number of hours/month you devote to the other business: .67 hr mthlyNumber of hours you devote to the other business during securities trading hours: 0Briefly describe your duties relating to the other business: Co-Trustee for Friend I*: 417090Entity Type: For ProfitName of OBA: Museum of Modern ArtAddress: New York, NY 10019Investment Related: NoPosition, Title, Association: Committee chairpersonEmployee Start Date: 10/01/20218Number of Hours: 067 hr mthlyNumber of Hours during trading: 0Duties: General oversight of the affiliate group, running meetings, liaison with the museum, represent the group, etc I*2705299, Entity Type Entity Charitable, Name of OBA: Pine Island Camp Address :BelgradeMaine04917 Investment Related: Yes Position, Title, Association: Board Member Employee Start Date: 08/12/2025 No Hours: 1 monthly No Hours during trading:0 Duties: General oversight and governance. The board is expected to make big-picture decisions around staffing (picking the Director), recruiting, operations (i.e., the camp needs a new powerline from the town utility), as well as budgeting (i.e., need more $ for marketing and recruiting campers) and oversight of the investment portfolio in the most big-picture manner. The RIA (Clarfeld/Citizen) has full discretion over the details of the portfolio; the board can guide as to risk tolerance, for example. It's a summer camp for boys in Maine.

Exams

• S66 Uniform Combined State Law Examination
  2008-03-25
• S63 Uniform Securities Agent State Law Examination
  1998-03-05

Other Names

• Will Sahlman
• Will Sahlman
• William Weil Sahlman
• William Sahlman
• Will W Sahlman