William Greenfield
William Greenfield is a ChFC-designated registered investment advisor at World Investment Advisors, LLC, based in Stamford, CT, with 38 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 17,488 clients with $56B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WIA Wealth charges a percentage of your portfolio each year. The exact percentage will be outlined in your agreement and will never exceed 3.00%. Fees may be negotiable. WIA IARs may also use a custodian other than Schwab or Fidelity, which will be made clear to the client prior to any accounts being opened.
Location
126 Forrest Street, Suite 126, Stamford, CT, 06901
Get directionsHistory
Regulatory History (2)
Regulatory
July 2018Customer Dispute
January 1998Other Business ActivitiesSells Insurance
William is the owner and president of Wealth Bridge Advisory Services, LLC, dedicating nearly full-time hours to this role, including selling insurance products. He also originates mortgages through TFS Mortgage Inc.
Employment History
Current Registrations
World Investment Advisors, LLC
World Investments, LLCBroker
Previous Registrations
World Advisory Services
Wealth Bridge Advisory Services
Greenfield Financial Group, LLC
Network 1 Financial Advisors INC.
Network 1 Financial Securities INC.Broker
1st Global Capital CORP.Broker
Investors Capital CORP.Broker
MML Investors Services, INC.Broker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.