Michael Anthony Williams

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

• 08/2014 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
• 08/2014 → 01/2019
  Bank Of America, N.A.
  Boston, MA
• 02/2019 → Present
  Bank Of America, N.A.
  Boston, MA

Other Businesses

I*757270 For profit or not for profit: Entity Charitable Name of outside business organization: Perkins School for the Blind Investment related: N Address of business: Watertown, Massachusetts, 02472 Nature of business: ["School, College or University"] Position, title, association: ["Board Member"], Start date of relationship: 3/7/2022 Number of hours devoted: 4 hour(s) Monthly Number of hours devoted during trading hours: 2 Duties: , Board of Trustee Member; participate in Board meetings; assist in educational program development, etc. I*1571272 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Bluffton, South Carolina, 29910, United States Nature of business: Position, title, association: Sole owner, Start date of relationship: 12/4/2023 Number of hours devoted: 10 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: , I*1962313 Entity Type: For Profit Name of OBA: Sakura Realty Holdings LLC Address:Cambridge Massachusetts Investment Related:No Position, Title, Association:Owner Start Date:08/16/2024 No Hours: 1 Monthly No Hours during trading:0 Duties:real estate holding company I*1963266 Entity Type: For Profit Name of OBA: Sakura Capital Management, LLC Address:Cambridge Massachusetts Investment Related:No Position, Title, Association:Owner Start Date:08/16/2024 No Hours: 2 Monthly No Hours during trading:0 Duties:Single member LLC to ultimately hold ownership in real estate investment properties

Exams

• S66 Uniform Combined State Law Examination
  2019-05-17

Other Names

• Michael Williams