William Bailey is a PFS-designated registered investment advisor, based in Rochester, NY, with 28 years of industry experience.
Location
70 Linden Oaks Office Park, Rochester, NY, 14625
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William serves as trustee for multiple family trusts. He is also the president of Bailey Wealth Management, Inc., a financial services entity, dedicating about a quarter of his time to this role.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Capital CORP.Broker
H.D. Vest Investment Securities, INC.Broker
State Registrations2 states
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