Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Deyoung is an investment advisor representative at Gallagher Fiduciary Advisors, LLC. William has been in the financial services industry for over 20 years. William has a strong track record of providing comprehensive financial planning and investment management services to a wide range of clients, including individuals, families, and businesses. William holds the Series 6, 63, and 65 licenses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
See schedule d misc. for explanation
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CT
04/22/2022 - Present
Gallagher Fiduciary Advisors, LLC (East Hartford CT)
CT
03/31/2022 - 08/23/2024
TRIAD ADVISORS LLC (East Hartford CT)
CT
10/09/2019 - 03/31/2022
KESTRA INVESTMENT SERVICES, LLC (Windsor CT)
CT
05/08/2017 - 09/18/2019
USI SECURITIES, INC. (GLASTONBURY CT)
CT
01/02/2013 - 05/01/2017
MML DISTRIBUTORS, LLC (ENFIELD CT)
CT
01/01/2009 - 01/02/2013
HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (HARTFORD CT)
CT
04/12/2006 - 01/01/2009
HARTFORD EQUITY SALES COMPANY INC. (SIMSBURY CT)
CT
06/15/2004 - 02/28/2006
DIRECTED SERVICES, INC. (HARTFORD CT)
RI
11/26/2003 - 07/02/2004
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
IA
Issued 06/15/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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