William Butler
William Butler is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in San Francisco, CA, with 18 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
Location
555 California St, Pbig - San Francisco, San Francisco, CA, 94104
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William owns two rental properties and serves as a board member for the U.S. Naval Academy Foundation's Athletic and Scholarship Programs division. He dedicates minimal time per week to managing the rental properties and a few hours per month to his board member duties.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Citi Private Advisory, LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations27 states
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