William Stephen Greiner

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

• 06/2023 → 11/2024
  The Vanguard Group, Inc
  Charlotte, NC
• 06/2013 → 02/2018
  Manheim Township Middle School And High School
  Lancaster, PA
• 02/2018 → 07/2018
  Tom & Chee
  Lancaster, PA
• 07/2018 → 08/2018
  Mister Carwash
  Lancaster, PA
• 08/2019 → 06/2020
  Clemson University
  Clemson, SC
• 05/2021 → 08/2021
  Integrity Pools & Spas
  Lititz, PA
• 08/2021 → 05/2022
  Clemson University
  Clemson University, SC
• 05/2022 → 06/2022
  Integrity Pools & Spas
  Lititz, PA
• 07/2022 → 08/2022
  Merrill Lynch
  Lancaster, PA
• 08/2022 → 05/2023
  Clemson University
  Clemson, SC
• 08/2018 → 08/2019
  Manheim Township High School
  Lancaster, PA
• 06/2020 → 08/2020
  Self-Employed
  Lancaster, PA
• 08/2020 → 05/2021
  Clemson University
  Clemson, SC
• 03/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
• 11/2024 → 03/2025
  Unemployed
  Charlotte, NC
• 08/2018 → 08/2019
  Lancaster Car Company
  Manheim, PA
• 05/2020 → 08/2020
  Door Dash
  Lancaster, PA
• 11/2020 → 12/2020
  The Gifting Company
  Ephrata, PA
• 04/2025 → Present
  Bank Of America, N.A.
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2024-11-20
• S63 Uniform Securities Agent State Law Examination
  2023-08-29

Other Names

• Will Stephen Greiner
• William Stephen Greiner
• William Stephen Greiner