William Nash Mcadams

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

• 12/2015 → 01/2017
  Sonic Drive In
  Denton, TX
• 01/2017 → 06/2017
  Patrizio'S Piza & Vino
  Highland Village, TX
• 06/2017 → 08/2017
  Sonic Drive In
  Denton, TX
• 08/2017 → 05/2021
  Stephen F. Austin State University
  Nacogdoches, TX
• 06/2018 → 08/2018
  Dead Freddie'S Island Grill
  Ocean City, MD
• 05/2019 → 08/2019
  Jalepeno Tree Llc
  Nacogdoches, TX
• 04/2020 → 05/2020
  Kroger
  Nacogdoches, TX
• 05/2020 → 09/2020
  Frogs Bar And Grill
  Nacogdoches, TX
• 06/2021 → 09/2022
  Fidelity Investments
  Westlake, TX
• 09/2022 → 01/2024
  New York Life Insurance Company
  Frisco, TX
• 10/2022 → 01/2024
  Nylife Securities Llc
  Frisco, TX
• 01/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
• 01/2024 → Present
  Bank Of America, N.A.
  Houston, TX

Exams

• S66 Uniform Combined State Law Examination
  2023-11-21
• S63 Uniform Securities Agent State Law Examination
  2022-12-05

Other Names

• William Nash Mcadams
• William Mcadams