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William Anthony Spence

Cerity Partners LLC

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About William Anthony Spence

William Anthony Spence is a financial advisor with Cerity Partners LLC. William is a registered Investment Advisor Representative in Kentucky. William Spence obtained his Series 65 license in August 2013 and is also a Chartered Financial Analyst. William Spence has been a financial advisor since May 2013 and has worked at various firms including ARGI Investment Services and Shepherd Kaplan Krochuk. William's past experience and education have equipped him with the knowledge and skills to provide financial advice to individuals, families, and businesses. William Spence provides financial planning, portfolio management, and other advisory services.

Firm Information

William Spence is currently registered with Cerity Partners LLC. Cerity Partners LLC is an investment advisor headquartered in NEW YORK, NY. With over 700 employees and over $80 billion in assets under management, they offer a wide range of services including financial planning, pension consulting, portfolio management for individuals, businesses, and pooled investment vehicles, and more. They primarily serve high-net-worth individuals, pension and profit-sharing plans, and charitable organizations.
Cerity Partners LLC

99 PARK AVENUE

NEW YORK, NY 10016

$80.57B

Assets Under Management

75

Total Clients

409

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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tax services; bill pay

Tax services; bill pay

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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William Spence’s Registration & Firm History

KY

04/25/2023 - Present

Cerity Partners LLC (Louisville KY)

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Licenses & Designations

IA

Issued 08/21/2013

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Anthony Spence.
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