William B Vannithone

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

• 08/2013 → 05/2017
  University Of Texas At Arlington
  Arlington, TX
• 05/2017 → 10/2017
  Unemployed
  Fort Worth, TX
• 10/2017 → 06/2024
  Td Ameritrade
  Fort Worth, TX
• 10/2017 → 06/2024
  Charles Schwab And Co., Inc.
  Fort Worth, TX
• 07/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX
• 01/2025 → 10/2025
  Summerset Constructions
  Queanbeyan East
• 06/2024 → 01/2025
  Extended Travel
  Sydney
• 10/2024 → 07/2026
  Unemployed
  Fort Worth, TX

Exams

• S66 Uniform Combined State Law Examination
  2026-08-27
• S63 Uniform Securities Agent State Law Examination
  2017-11-28

Other Names

• William Bill Vannithone