William Burton
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Bank of America, N.A.Sep 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2025 to now
- Equitable Advisors, LLCSep 2024 to May 2025
- Newberg High SchoolSep 2024 to Dec 2024
- UnemployedJul 2024 to Aug 2024
- Oregon State UniversityApr 2023 to Jun 2025
- Cellular Sales / EmploybridgeJan 2022 to Jun 2024
- Brewery Gulch InnOct 2021 to Dec 2021
- Rollin' DoughJun 2021 to Dec 2021
- Stanford Inn By the Sea Eco ResortJun 2021 to Sep 2021
- The Home DepotFeb 2021 to Feb 2022
- The Purple RoseJul 2020 to Dec 2021
- Planet FitnessNov 2019 to Aug 2020
- Skyhawks AcademyJun 2019 to Aug 2019
- Parker Rec CenterMay 2019 to Jun 2019
- TargetAug 2018 to Apr 2019
- UnemployedAug 2014 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7977924
- Firm CRD
- 7691