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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Thomas Herlihy is an Investment Advisor Representative at RMC Investment Advisors. William has been in the industry since 2012 and has been with RMC Investment Advisors since 2017. He is licensed in Connecticut. William holds the Series 65 license, which allows him to advise clients on securities and provide investment advice. William is a Chartered Financial Analyst. He specializes in providing investment advice to high-net-worth individuals, corporations and other businesses, charitable organizations, and pension and profit sharing plans. William is also a member of Kingston Real Estate Partners, LLC.
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.
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.
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CT
10/13/2017 - Present
RMC Investment Advisors (WEST HARTFORD CT)
IA
Issued 10/13/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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