WB
WB
William Bredt
36 Years of Experience
West Conshohocken, PA
8 DisclosuresBroker
William Bredt is a registered investment advisor at Raymond James & Associates, INC., based in West Conshohocken, PA, with 36 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
300 Conshohocken State Road, Suite 400, West Conshohocken, PA, 19428
Get directionsHistory
Regulatory History (8)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2025Denied
Customer Dispute
July 2025Denied
Customer Dispute
March 2025Pending
Customer Dispute
December 2024Denied
Customer Dispute
September 2009Denied
Customer Dispute
October 2008Settled
Customer Dispute
December 1999Closed-No Action
Customer Dispute
August 1998Settled
Employment History
Current Registrations
Raymond James & Associates, INC.
January 2010 - Present · 16 yrs 6 mos
Raymond James & Associates, INC.Broker
March 1999 - Present · 27 yrs 4 mos
Previous Registrations
First Union Capital Markets CORP.Broker
August 1992 - March 1999 · 6 yrs 7 mos
Herzog, Heine, Geduld, INC.Broker
June 1987 - December 1989 · 2 yrs 6 mos
State Registrations42 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.