William Destin Gardner

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

• 06/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
• 06/2018 → 08/2018
  Bank Of America Merrill Lynch
  Miami, FL
• 06/2017 → 08/2017
  Bank Of America Merrill Lynch
  Miami, FL
• 05/2015 → 05/2019
  Florida A&M University
  Tallahassee, FL

Other Businesses

I*420296 For profit or not for profit: Entity For Profit Name of outside business organization: Gardner Capital Group Investment related: N Address of business: miami, Florida, 33130 Nature of business: ["Limited Liability Company"] Position, title, association: ["Owner"], Start date of relationship: 10/26/2020 Number of hours devoted: 1 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: , Supervision of family owned property.

Exams

• S66 Uniform Combined State Law Examination
  2019-10-25

Other Names

• William Gardner