William Gregory Norris

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

• 08/2000 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
• 12/2009 → Present
  Bank Of America, N.A.
  Atlanta, GA

Other Businesses

I*2942305, Entity Type: , Name of OBA: K L. N, Address: Calhoun, Georgia, 30701, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 01/01/2025, No Hours: 0 Weekly, No Hours during Trading: 0 Weekly, Duties:

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-10-13
• S63 Uniform Securities Agent State Law Examination
  1986-11-19

Other Names

• Gregory William Norris
• Greg Norris
• Greg Norris