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Portfolio Management for Individuals Advisors in Pennsylvania
1,727 Results
Unclaimed

ETF Architect | CFA ® (Certifications)

location

HAVERTOWN, PA

0 Disclosures

ADVISOR BIO

William Russell is a financial advisor with ETF Architect based in Havertown, PA. William has been in the industry since 2015 and has experience working with a range of clients, including high-net-worth individuals, corporations, and investment companies. William is a Chartered Financial Analyst and holds Series 3, 7, and 63 licenses. William's current focus is on ETF servicing and portfolio management for both investment companies and businesses. Prior to joining ETF Architect, William worked at FORESIDE FUND SERVICES, LLC.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Investment Companies
ETF SERVICING
Unclaimed
location

Sellersville, PA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

William Edward Pauley is a financial advisor in Sellersville, Pennsylvania, and has been in the industry since January 17, 2009. William is currently registered with Hartford Funds and has been with them since January 23, 2015. William has held previous positions with WELLS FARGO FUNDS DISTRIBUTOR, LLC, WELLS FARGO ADVISORS, LLC, CHASE INVESTMENT SERVICES CORP. and NEW ENGLAND SECURITIES. William has been licensed to conduct securities business in 52 states and holds the following registrations: Series 6, Series 7, Series 24, Series 63, and Series 66. William's primary office is located at 690 Lee Road, Wayne, Pennsylvania, 19087.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Investment Companies
REGISTRANT PROVIDES INVESTMENT ADVICE TO STATES IN CONNECTION WITH 529 PLANS AND MODEL RECOMMENDATIONS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

EAB Investment Group, LLC

location

PHILADELPHIA, PA

0 Disclosures

ADVISOR BIO

William Visconto is a registered Investment Advisor Representative with EAB Investment Group, LLC, in Philadelphia, PA. William has been in the industry since 2003 and holds various securities licenses including Series 4, 7, 24, 55, 63 and 65. William has worked for several firms prior to EAB Investment Group including Guggenheim Securities, LLC, SRT Securities LLC, McGowan Investors, L.P., PFTC TRADING L.L.C., SPEAR, LEEDS & KELLOGG, and CONTINENTAL BROKER-DEALER CORP.. William is a partner at Easterly EAB Risk Solutions LLC, an asset management company.

SPECIALIZATIONS

Portfolio Management for Investment Companies
Unclaimed
location

DOYLESTOWN, PA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

William Jack Rapine is a financial advisor with Morgan Stanley. William has been in the financial services industry since 2022. William has a Series 63, Series 7TO, and SIE licenses. William is registered in 30 states including Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Idaho, Illinois, Kentucky, Louisiana, Maryland, Massachusetts, Missouri, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Vermont, Virginia, Washington, and Wisconsin. William previously worked at Vanguard Marketing Corporation. William is a registered representative of Morgan Stanley.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Mitchell Sinkler & Starr

location

PHILADELPHIA, PA

0 Disclosures

ADVISOR BIO

William David Wilson is an investment advisor representative with Mitchell Sinkler & Starr. William has been in the industry since July 2005 and is registered with the state of Pennsylvania. William is a Series 65 licensed advisor and holds a Uniform Investment Adviser Law Examination certification. William has a strong background in investment advice, and specializes in providing financial planning and portfolio management for individuals, businesses, and investment companies.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed
location

York, PA

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

William S Panaro Jr. is a financial advisor with over 30 years of experience in the industry. William is registered with Morgan Stanley. William has been with Morgan Stanley since 2009. Before that, William worked for Citigroup Global Markets Inc. and Lehman Brothers Inc.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

State Farm Investment Management Corp.

location

Titusville, PA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

William Emminger is an investment advisor representative with State Farm Investment Management Corp. William is registered with the state of Pennsylvania. William has 22 years of experience in the financial services industry. William is a registered representative and investment advisor representative. William also owns and operates William Emminger's Insurance Agency.

SPECIALIZATIONS

Portfolio Management for Investment Companies
Unclaimed

Gardner Lewis Asset Management LP

location

CHADDS FORD, PA

0 Disclosures

ADVISOR BIO

William Whitfield Gardner is an investment advisor representative at Gardner Lewis Asset Management LP. William has been with Gardner Lewis Asset Management LP since April 1990. William has a Series 65 license and a Series 63 license. The firm provides portfolio management for individuals, businesses, investment companies and pooled investment vehicles. William is also a partner at Smithbridge Partners, LP.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Hirtle, Callaghan & CO., LLC

location

WEST CONSHOHOCKENT, PA

0 Disclosures

ADVISOR BIO

William Lawrence Hagan is an Investment Advisor Representative at Hirtle, Callaghan & Co., LLC. William Hagan has been with the firm since August 2005. William Hagan is registered with the state of Pennsylvania and holds a Series 65 license. William Hagan's specializations include providing investment advice for individuals, businesses, investment companies and pooled investment vehicles.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

State Farm Investment Management Corp.

location

Warrington, PA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

William Charles Thomson is an investment advisor representative registered with State Farm Investment Management Corp. William Thomson has been in the industry since 2007 and is licensed in Delaware, Maryland, New Jersey and Pennsylvania. William Thomson specializes in providing portfolio management services for individuals and investment companies. William Thomson is also an insurance agent and has a business license in the state of Pennsylvania.

SPECIALIZATIONS

Portfolio Management for Investment Companies

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