William R Hooper

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

• 08/1988 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Farmington, CT
• 06/2011 → Present
  Bank Of America,N.A.
  Farmington, CT

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-01-25
• S63 Uniform Securities Agent State Law Examination
  1988-10-27

Other Names

• Bill Hooper
• William Robert Ii Hooper
• William Robert Hooper
• Bill Hooper Ii
• William Robert Hooper Ii