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William Patrick Schubmehl

Thompson Siegel & Walmsley LLC

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About William Patrick Schubmehl

William Patrick Schubmehl is a registered investment advisor representative at Thompson Siegel & Walmsley LLC. William has been in the industry since 1995 and has held previous positions at First Union Securities, Inc. and First Union Capital Markets Corp. William holds a Series 65 and 63 license. William specializes in financial planning for individuals, families, and businesses. Thompson Siegel & Walmsley LLC is a wealth management firm with a long history of providing personalized investment advice to individuals, families, and institutions.

Firm Information

William Schubmehl is currently registered with Thompson Siegel & Walmsley LLC. Thompson Siegel & Walmsley LLC is an investment advisor headquartered in RICHMOND, VA. The firm manages approximately $20.81 billion in assets for a variety of clients, including individuals, corporations, investment companies, pension plans, and charitable organizations. The firm offers portfolio management services for both discretionary and non-discretionary accounts. They also provide investment advisory services, including unified managed accounts, selection of other advisors, and portfolio management for businesses.
Thompson Siegel & Walmsley LLC

6641 WEST BROAD STREET

RICHMOND, VA 23230

$20.81B

Assets Under Management

Not reported

Total Clients

17

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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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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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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unified managed accounts

Unified managed accounts

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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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 Schubmehl’s Registration & Firm History

VA

11/15/2006 - Present

Thompson Siegel & Walmsley LLC (RICHMOND VA)

MO

10/01/1999 - 07/30/2001

FIRST UNION SECURITIES, INC. (ST. LOUIS MO)

NC

06/15/1999 - 10/01/1999

FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)

NY

07/25/1995 - 06/25/1997

SPEAR, LEEDS & KELLOGG (NEW YORK NY)

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Licenses & Designations

IA

Issued 11/14/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/12/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/24/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Patrick Schubmehl.
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