William Joseph Torrance

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

• 04/2012 → 08/2021
  Cco Investment Services Corp.
  Philadelphia, PA
• 08/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Philadelphia, PA
• 08/2021 → Present
  Bank Of America, N.A.
  Philadelphia, PA

Previous Registrations

• 2012-08-21 → 2021-08-10
  Citizens Securities, Inc.
  Philadelphia, PA
  Philadelphia, PA
  Philadelphia, PA
  Philadelphia, PA
  Philadelphia, PA
  Philadelphia, PA
  Plymouth Meeting, PA
  Philadelphia, PA
  Conshohocken, PA

Other Businesses

I*3416265, Entity Type: , Name of OBA: Estate of W B T, Address: Newtown, Pennsylvania, 18940, Investment Related: N, Position, Title, Association: Executor, Employee Start Date: 12/31/2025, No Hours: 2 Monthly, No Hours during Trading: 2 Monthly, Duties:

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-08-20
• S63 Uniform Securities Agent State Law Examination
  2006-06-29

Other Names

• Joe Torrance