William George Burrough

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

• 10/1989 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Philadelphia, PA
• 05/2011 → Present
  Bank Of America, N.A.
  Philadelphia, PA

Other Businesses

I*952256Entity Type: Charitable Name of outside business organization: First Presbyterian Church of Haddon HeightsInvestment related: NoAddress of business: Haddon Heights, NJ 08035Position, title, association: Board Member, OfficerStart date of relationship: 10/1/2025Number of hours devoted: 3 hrs mthlyNumber of hours devoted during trading hours: 0 Duties: I will lead the board as we serve the church and it's members. We provide support and preparation for the services each week.I*: 2018312Entity Type: CharitableName of OBA: Haddon Heights Senior Housing CorporationAddress: Haddon Heights, NJInvestment Related: NoPosition, Title, Association: Board Member, OfficerEmployee Start Date: 11/18/2024Number of Hours: 2 hrs mthlyNumber of Hours during trading: 2 hrs mthly Duties: Board Member: Officer, President, CEO I*5562275 Entity Type: N/A Name of OBA: L Family Trust Address: Haddon Heights, New Jersey, 08035 Investment Related: No Position, Title, Association: Successor Trustee Employee Start Date: 08/25/2031 Number of Hours: 1, Yearly Number of Hours during trading: 0, Yearly Duties: In-Laws

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-12-09
• S63 Uniform Securities Agent State Law Examination
  1988-06-10

Other Names

• Bill Burrough