Michael Je Williams

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

• 02/2018 → 05/2018
  Encore Investment Consultants
  Fresno, CA
• 05/2018 → 05/2021
  University Of Southern California
  Los Angeles, CA
• 05/2021 → 07/2021
  Unemployed
  Fresno, CA
• 01/2011 → 02/2018
  Unemployed
  Fresno, CA
• 08/2015 → 08/2017
  California Workforce & Energy Services Inc
  Fresno, CA
• 07/2021 → 12/2021
  Bank Of America, N.A.
  Los Angeles, CA
• 07/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Beverly Hills, CA
• 12/2021 → 04/2022
  Unemployed
  Fresno, CA
• 08/2016 → 05/2018
  Community College
  Fresno, CA

Exams

• S66 Uniform Combined State Law Examination
  2022-12-30

Other Names

• Michael Joseph Emanuel Williams
• Michael Je Williams