Willard C Schriver

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

• 02/2014 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
• 05/2014 → Present
  Bank Of America, N.A.
  Pennington, NJ

Other Businesses

I*412626 For profit or not for profit: Entity For Profit Name of outside business organization: PL Hospitality Group LLC Investment related: N Address of business: Philadelphia, Pennsylvania, 19148 Nature of business: ["Limited Liability Company"] Position, title, association: ["Other"], Start date of relationship: 6/23/2021 Number of hours devoted: 15 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Part-Time, I will be picking up bartending shifts on some weekends. Very part time work.

Exams

• S66 Uniform Combined State Law Examination
  2014-06-19

Other Names

• Willard Schriver
• Willard C Schriver
• Bill C Schriver