William N Hall

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

• 12/2019 → 07/2021
  Sluggers Academy
  Medfield, MA
• 10/2019 → 11/2024
  Moors & Cabot Inc
  Boston, MA
• 10/2018 → 07/2019
  Seacoast United
  Epping, NH
• 06/2017 → 08/2017
  Primus Mgmt
  Wilmington, MA
• 01/2016 → 06/2018
  St Ansela College
  Manchester, NH
• 01/2018 → 05/2018
  Northwestern Mutual
  Manchester, NH
• 06/2018 → 08/2018
  Hifibio Inc
  Cambridge, MA
• 09/2018 → 05/2019
  Jobease Inc
  Cambridge, MA
• 10/2021 → 07/2023
  Shaws New England
  Peabody, MA
• 11/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
• 05/2019 → 09/2019
  Event Temps
  Stateton, MA
• 08/2021 → 05/2024
  Babson College
  Wellesley, MA
• 01/2016 → 06/2018
  Saint Anselm College.
  Salem, MA

Exams

• S66 Uniform Combined State Law Examination
  2025-12-16

Other Names

• Max Hall
• William Nathaniel Max Hall