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William Zerns Suplee

Apella Wealth

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About William Zerns Suplee

William Zerns Suplee is a financial advisor with Apella Wealth. William holds the Certified Financial Planner, Chartered Financial Consultant and Chartered Financial Analyst designations and is registered as an Investment Advisor Representative in Connecticut and Pennsylvania. William has been in the financial services industry since October 2003 and specializes in providing financial planning services, as well as portfolio management for individuals.

Firm Information

William Suplee is currently registered with Apella Wealth. Apella Wealth is an investment advisor registered with the SEC and based in West Hartford, CT. With a team of over 40 investment advisor representatives, they manage approximately $3.35 billion in assets for individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. Apella Wealth specializes in financial planning and portfolio management.
Apella Wealth

65 MEMORIAL DRIVE

WEST HARTFORD, CT 06107

$3.35B

Assets Under Management

Not reported

Total Clients

41

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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other

Fee for financial planning services. fees for technology.

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William Suplee’s Registration & Firm History

CT

10/05/2022 - Present

Apella Wealth (WEST HARTFORD CT)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Zerns Suplee.
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