William Pierson

$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:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-10-30
CA	RA	APPROVED	2023-10-04

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
The Vanguard Group, Inc.	Scottsdale	AZ	07/2022	08/2022
Rocket Mortgage	Phoenix	AZ	06/2021	06/2022
West Virginia University	Morgantown	WV	01/2018	05/2021
University Of Kentucky	Lexington	KY	08/2017	12/2017
Quicken Loans	Phoenix	AZ	06/2020	08/2020
Bankers Life And Casualty Company	Pittsburgh	PA	06/2019	08/2019
Panera Bread	Morgantown	WV	03/2019	05/2019
George Washington High School	Charleston	WV	08/2013	05/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Phoenix	AZ	08/2022	Present
Camp Greenbrier For Boys	Alderson	WV	06/2018	08/2018

07/2022 → 08/2022

The Vanguard Group, Inc.

Scottsdale, AZ
06/2021 → 06/2022

Rocket Mortgage

Phoenix, AZ
01/2018 → 05/2021

West Virginia University

Morgantown, WV
08/2017 → 12/2017

University Of Kentucky

Lexington, KY
06/2020 → 08/2020

Quicken Loans

Phoenix, AZ
06/2019 → 08/2019

Bankers Life And Casualty Company

Pittsburgh, PA
03/2019 → 05/2019

Panera Bread

Morgantown, WV
08/2013 → 05/2017

George Washington High School

Charleston, WV
08/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Phoenix, AZ
06/2018 → 08/2018

Camp Greenbrier For Boys

Alderson, WV

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-09-23