William Milton Layton

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

• 02/1984 → Present
  Merrill Lynch, Pierce, Fenner &Amp; Smith Incorporated
  Jacksonville, FL
• 08/2011 → Present
  Bank Of America, N.A.
  Jacksonville, FL

Other Businesses

I*38431 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: JACKSONVILLE SCHOOL FOR AUSTISM INVESTMENT RELATED: N ADDRESS OF BUSINESS: 4000 SPRING PARK RD, JACKSONVILLE, FLORIDA 32207 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: DIRECTOR, START DATE OF RELATIONSHIP: 2/2/2011 NUMBER OF HOURS DEVOTED: 8 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 8 DUTIES: SMALL NON-PROFIT SCHOOL FOR AUSTISM. APPROXIMATELY 12 STUDENTS. WOULD BE ONE OF THE BOARDS MEMBERS TO HELP IN DECISION MAKING FOR THE SCHOOL IN ALL AREAS. THERE ARE FUND RAISERS EVERY YEAR TO HELP THE SCHOOL'S BUDGET ETC ETC

Exams

• S63 Uniform Securities Agent State Law Examination
  1984-08-17

Other Names

• Mitt Layton