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William Ebersold

Wellth Advisory Services, LLC

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About William Ebersold

William Ebersold is a financial advisor with Wellth Advisory Services, LLC. William holds a Series 66 license and has experience in the financial services industry since 2020. William also holds Series 7 and SIE licenses. In addition to his primary role at Wellth Advisory Services, LLC, William has also worked for Ameriprise Financial Services, LLC and Peoples United Bank. William's experience and qualifications make him a valuable resource for clients seeking financial guidance and advice.

Firm Information

William Ebersold is currently registered with Wellth Advisory Services, LLC. Wellth Advisory Services, LLC is an investment advisory firm based in , with 67 investment adviser representatives and 30 registered representatives. The firm manages approximately $21.9 billion in assets for a variety of clients, including individuals, corporations, businesses, pension and profit-sharing plans, and charitable organizations. Wellth Advisory Services, LLC offers a range of services, including financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals.

$21.91B

Assets Under Management

Not reported

Total Clients

57

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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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William Ebersold’s Registration & Firm History

RI

06/28/2024 - Present

Wellth Advisory Services, LLC (Providence RI)

RI

02/20/2023 - 07/17/2023

AMERIPRISE FINANCIAL SERVICES, LLC (Cranston RI)

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Licenses & Designations

BOTH

Issued 04/10/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/18/2023

Series 7TO - General Securities Representative Examination

BC

Issued 11/21/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Ebersold.
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