William P Trist

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

• 01/1996 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New Orleans, LA
• 06/2011 → Present
  Bank Of America,N.A.
  Mandeville, LA

Other Businesses

I*54535For profit or not for profit: For-Profit OrganizationName of outside business organization: Tristford LLCInvestment related: NAddress of business:Mandeville, Louisiana 70471Nature of business: LLC,Position, title, association: Owner, Start date of relationship: 1/3/2000Number of hours devoted: 1 hour(s) AnnuallyNumber of hours devoted during trading hours: 0Duties: LLC that owns my family fishing camp I*494085 Entity Type: N/A Name of OBA: S M. T Address: Covington, Louisiana, 70433 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 12/30/1996 Number of Hours: 1, Monthly Number of Hours during trading: 0, Monthly Duties: Child/Grandchild I*4127266 Entity Type: N/A Name of OBA: T Insurance Trust Address: Mandeville, Louisiana, 70471 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 07/15/1996 Number of Hours: 1, Yearly Number of Hours during trading: 0, Yearly Duties: Parents, Siblings

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-04-24
• S65 Uniform Investment Adviser Law Examination
  1996-04-24

Other Names

• Will Trist
• William Paul Trist
• William L Trist