William Adams Weimar

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

• 10/2007 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Baton Rouge, LA
• 11/2009 → Present
  Bank Of America, N.A.
  Tucson, AZ

Previous Registrations

• 2002-12-11 → 2007-11-02
  Ubs Financial Services Inc.
  Baton Rouge, LA
  Baton Rouge, LA

Other Businesses

I*94350FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: BATON ROUGE GERNERAL FOUNDATION BOARD OF GOVERNORSINVESTMENT RELATED: NADDRESS OF BUSINESS: 8490 PICARDY AVE, BATON ROUGE, LOUISIANA 70809NATURE OF BUSINESS: CHARITABLE ORGANIZATION,POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER, START DATE OF RELATIONSHIP: 3/30/2016NUMBER OF HOURS DEVOTED: 5 HOUR(S) MONTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: GENERAL BOARD MEMBER; NOT A MEMBER OF ANY COMMITTEE. TERM EXPIRES DECEMBER 2016. I*: 2070267 Entity Type: Entity For Profit Name of OBA: ADAMS PLANTATION LLC Address: Baton Rouge, LA Investment Related: No Position, Title, Association: Owner Employee Start Date: 06/01/2004 Number of Hours: 2 hrs annually Number of Hours during trading: 0 Duties: Rent land for farming use. Participation in rental collection

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-30
• S63 Uniform Securities Agent State Law Examination
  1985-07-17

Other Names

• Will Weimar