William Schellenberg is a registered investment advisor, based in Aliso Viejo, CA, with 32 years of industry experience.
Location
30 Enterprise Dr, Ste 100, Aliso Viejo, CA, 92656
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Regulatory History (3)
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Customer Dispute
August 2023Denied
Customer Dispute
June 2002Denied
Customer Dispute
February 2002Denied
Other Business Activities
William is on the Board of Directors and Golf Chair at Mission Viejo Country Club, scheduling golf events and tournaments. He is also an Officer/Director at Auric Capital Partners, taking about 10-20% of his time.
Employment History
Current Registrations
Sanctuary Advisors, LLC
September 2022 - Present · 3 yrs 8 mos
Sanctuary Securities, INC.Broker
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1997 - September 2022 · 25 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 1997 - September 2022 · 25 yrs 2 mos
Coastline Financial, INC.Broker
July 1993 - May 1997 · 3 yrs 10 mos
State Registrations20 states
AZCACOFLILINMDMIMSMTNCNJNYOHPATNTXUTWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.