William White Bertron

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

• 02/1988 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
• 12/2009 → Present
  Bank Of America, N.A.
  Houston, TX

Other Businesses

I*871248 For profit or not for profit: Name of outside business organization: Sea Isle Property Owner's Association Investment related: N Address of business: Galveston, Texas, 77554 Nature of business: ["HOA, Co-op, Freehold"] Position, title, association: ["Board Member"], Start date of relationship: 6/11/2022 Number of hours devoted: 8 hour(s) Monthly Number of hours devoted during trading hours: 2 Duties: , General board member for homeowner's association. Our group will ensure that the area's deed restrictions and other policies are observed and followed. My financial involvement will be limited to helping develop and accept budgets and ongoing expenditur

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-03-19

Other Names

• Will Bertron