Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam James Disciullo is a financial advisor with over 20 years of experience in the industry. William is currently registered with Dimensional Fund Advisors LP in Austin, Texas. Previous firms William has been associated with include Morgan Stanley & Co. LLC, Oppenheimer & Co. Inc., CIBC World Markets Corp., J.P. Morgan Securities Inc., Lazard Freres & Co. LLC, and Salomon Brothers Inc. William holds FINRA Series 7, 9, 10, 63, and 65 licenses, and SIE certification. William has been registered with the Securities and Exchange Commission (SEC) since 2002.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
03/17/2015 - Present
Dimensional Fund Advisors LP (AUSTIN TX)
NY
08/21/2009 - 04/30/2013
MORGAN STANLEY & CO. LLC (NEW YORK NY)
NY
01/14/2008 - 08/31/2009
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
07/21/2003 - 01/14/2008
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
08/06/2002 - 07/30/2003
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
10/16/1995 - 04/24/1998
LAZARD FRERES & CO. LLC (NEW YORK NY)
NY
05/26/1995 - 10/12/1995
SALOMON BROTHERS INC. (NEW YORK NY)
IA
Issued 04/09/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/02/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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