William Belezos
William Belezos is a registered investment advisor at Wells Fargo Advisors, based in Beverly, MA, with 35 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
138 Conant St 4th Fl, Beverly, MA, 01915
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2007Employment Separation After Allegations
November 1999Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Wells Fargo Advisors
Citigroup Global Markets INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
Legg Mason Wood Walker, IncorporatedBroker
Dean Witter Reynolds INC.Broker
State Registrations31 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.
Exams
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