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William P Gresser

Snowball Capital LLC

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About William P Gresser

William P Gresser is a financial advisor with Snowball Capital LLC. William has been in the industry for 5 years and is currently registered with the state of Florida and the Securities and Exchange Commission. William holds the Series 63, SIE, and Series 82 licenses. William has experience working with both individual and institutional clients.

Firm Information

William Gresser is currently registered with Snowball Capital LLC. Snowball Capital LLC is a Limited Liability Company formed in November 2023. The firm is registered in 22 states and has been approved for SEC registration. Snowball Capital LLC has one regulatory event and one arbitration disclosure.

Not reported

Assets Under Management

Not reported

Total Clients

3

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.

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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William Gresser’s Registration & Firm History

FL

03/01/2023 - Present

Snowball Capital LLC (MIAMI FL)

NY

06/18/2018 - 03/03/2023

VCS VENTURE SECURITIES (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/22/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/18/2018

Series 82 - Limited Representative-Private Securities Offerings

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William P Gresser.
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