William Skuse is a ChFC-designated registered investment advisor at The 401(k) Expert, based in Pittsford, NY, with 4 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning.
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
Pittsford, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
William services life insurance policies that he previously sold, but he has not actively sold life insurance since 2014. This activity is not investment-related and takes minimal time.
Employment History
Current Registrations
The 401(k) Expert
State Registrations1 state
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