William Joseph Corbellini

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

• 07/1984 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
• 12/2009 → Present
  Bank Of America, Na
  Dallas, TX

Other Businesses

1)FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: B&C PARTNERSHIP INVESTMENT RELATED: Y ADDRESS OF BUSINESS: DALLAS, TEXAS 75205 POSITION, TITLE, ASSOCIATION: GENERAL PARTNER START DATE OF RELATIONSHIP: 12/8/2011 NUMBER OF HOURS DEVOTED: 1 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: INVESTED IN A PRIVATE EQUITY DEAL. 1X TRANSACTION ONLY - NO ACTIVE MANAGEMENT ROLE I*18407 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: CARP LLC INVESTMENT RELATED: N ADDRESS OF BUSINESS: DALLAS, TEXAS 75205 NATURE OF BUSINESS: OTHER,MANAGEMENT COMPANY POSITION, TITLE, ASSOCIATION: GENERAL PARTNER, START DATE OF RELATIONSHIP: 0001-01-01 NUMBER OF HOURS DEVOTED: 10 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 10 DUTIES: MANAGING MEMBER I*18408 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: FMB LTD INVESTMENT RELATED: N ADDRESS OF BUSINESS: DALLAS, TEXAS 75205 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: LIMITED PARTNER, START DATE OF RELATIONSHIP: 0001-01-01 NUMBER OF HOURS DEVOTED: 10 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: LIMITED PARTNER I*18409 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: HELLO FINE LTD INVESTMENT RELATED: N ADDRESS OF BUSINESS: DALLAS, TEXAS 75205-3707 NATURE OF BUSINESS: OTHER,INVESTMENT COMPANY POSITION, TITLE, ASSOCIATION: OTHER, PRESIDENT START DATE OF RELATIONSHIP: 0001-01-01 NUMBER OF HOURS DEVOTED: 10 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 10 DUTIES: GENERAL PARTNER I*91459 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: VILLAS AT BEAVER CREEK ASSOCIATION INVESTMENT RELATED: N ADDRESS OF BUSINESS: BEAVER CREEK, COLORADO 81620 NATURE OF BUSINESS: OTHER,HOMEOWNERS BOARD POSITION, TITLE, ASSOCIATION: OTHER, CONDO BOARD START DATE OF RELATIONSHIP: 6/1/2015 NUMBER OF HOURS DEVOTED: 2 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: CONDO HOMEOWNERS BOARD - REVIEW BYLAWS AND OPERATING BUDGET I*: 1777329 Entity Type: Entity For Profit Name of OBA: GOOD BYE FINE, LTD Address: DALLAS, TX Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 04/04/2024 Number of Hours: 1 hr monthly Number of Hours during trading: 0 Duties: FAMILY INVESTMENT VEHICLE FOR ESTATE PLANNING. USING ENTITY TO INVEST IN OURSIDE INVESTMENTS

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-01-27
• S63 Uniform Securities Agent State Law Examination
  1984-09-24

Other Names

• William J Corbellini