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William Seyle

34 Years of Experience
Allentown, PA
1 DisclosureBroker

William Seyle is a registered investment advisor at Raymond James & Associates, INC., based in Allentown, PA, with 34 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

740 Hamilton Street, Suite 220, Allentown, PA, 18101

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History

Regulatory History (1)
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Customer Dispute
August 2011
Dismissed
Other Business Activities

William is a director for the Boys and Girls Club of Allentown and St. Michael the Archangel School. He dedicates minimal time to these activities.

Employment History
Current Registrations
Raymond James & Associates, INC.
May 2019 - Present · 7 yrs 4 mos
Raymond James & Associates, INC.Broker
May 2019 - Present · 7 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2003 - May 2019 · 16 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1991 - May 2019 · 27 yrs 11 mos
State Registrations28 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.