William A Cruz Benitez

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

• 09/2018 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  West Islip, NY
• 08/2018 → 09/2018
  Teachers Federal Credit Union
  Hauppauge, NY
• 09/2016 → 04/2018
  Planet Home Lending
  Melville, NY
• 08/2016 → 09/2016
  Royal Apparel
  Hauppage, NY
• 04/2018 → 08/2018
  Employment Break/ Unemployed
  Central Islip, NY
• 01/2015 → 05/2017
  Suffolk County Community College
  Brentwood, NY
• 09/2017 → 05/2018
  Farmingdale State University
  Farmingdale, NY

Other Businesses

I*1872268 Entity For Profit Name of OBA: W. C. DBA E. J. C. Construction Address: central islip, New York, 11722 Investment Related: No Position, Title, Association: Owner Employee Start Date: 06/07/2024 No Hours: 0 No Hours during trading: 0 Duties: Construction work / contractor

Exams

• S66 Uniform Combined State Law Examination
  2024-08-20

Other Names

• William Adal Cruz Benitez
• William Adalberto Cruz Benitez