William J Burr

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

• 10/2013 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Philadelphia, PA
• 04/2014 → Present
  Bank Of America, N.A.
  Philadelphia, PA

Other Businesses

FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: PUSHINTHELIMIT, INC.INVESTMENT RELATED: NADDRESS OF BUSINESS:MARLTON, NEW JERSEY 8053NATURE OF BUSINESS: S-CORP,POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 1/1/2003NUMBER OF HOURS DEVOTED: 12 HOUR(S) QUARTERLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: SKILL AND SPORTS WORKOUT COMPANYFORMER PRESIDENT, STILL OWNER BUT I HAVE MANAGEMENT IN PLACE TO COVER ALL DAILY ACTIVITIES. I*8114For profit or not for profit: Name of outside business organization: Dickinson House Investment related: Address of business: Philadelphia, Pennsylvania 19146Nature of business: ,Compensation for Activity: Position, title, association: , Start date of relationship: 6/1/2019Number of hours devoted: 0 Number of hours devoted during trading hours: 0 Duties: I*2611259, Entity Type: Rental property, Name of OBA: Rental Property 1, Address: Stone Harbor, New Jersey, 08247, Investment Related: No, Position, Title, Association: Co-owner with other family members, Employee State Date: 07/10/2025, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: Co-owner with other family members of rental property I*: 2864268 Entity Type: Rental Property Name of OBA: Rental Property 2Address: Philadelphia, PA 19146Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 09/16/2025Number of Hours: 2 hrs annually Number of Hours during trading: 0 Duties: Co-owner with other family members of rental property

Exams

• S66 Uniform Combined State Law Examination
  2014-02-06

Other Names

• Bill Burr
• William Burr