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William Porter Boggess

Monongahela Capital Management

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About William Porter Boggess

William Porter Boggess is a financial advisor currently employed by Monongahela Capital Management. William has been in the industry since 1984 and has been a registered Investment Advisor since 2008. William is registered in Illinois and has passed the Series 65, Series 7, Series 3, and SIE exams. William has previously worked at Rodgers Brothers, Inc., Citigroup Global Markets Inc., Refco Securities, Inc., and Dean Witter Reynolds Inc.

Firm Information

William Boggess is currently registered with Monongahela Capital Management. Monongahela Capital Management is a Pennsylvania-based corporation specializing in portfolio management for individuals, businesses, and investment companies. With over $835 million in regulatory assets under management, the firm caters to a wide range of clients, including high-net-worth individuals, corporations, charitable organizations, and pension funds. Monongahela Capital Management is headquartered in Harmony, PA.
Monongahela Capital Management

223 MERCER STREET

HARMONY, PA 16037

$835.87M

Assets Under Management

Not reported

Total Clients

9

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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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.

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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William Boggess’s Registration & Firm History

PA

04/15/2008 - Present

Monongahela Capital Management (HARMONY PA)

IL

02/12/2008 - 10/16/2023

RODGERS BROTHERS, INC. (LAKE BLUFF IL)

NY

06/21/2006 - 01/07/2008

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NA

10/19/1987 - 07/12/1989

REFCO SECURITIES, INC.

NA

09/26/1984 - 02/25/1986

DEAN WITTER REYNOLDS INC.

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Licenses & Designations

IA

Issued 04/14/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/02/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/20/2006

Series 7 - General Securities Representative Examination

BC

Issued 06/16/1987

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Porter Boggess.
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