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William Rivel

25 Years of Experience
Mount Laurel, NJ
Broker

William Rivel is a registered investment advisor at Raymond James & Associates, INC., based in Mount Laurel, NJ, with 25 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

3000 Atrium Way, Suite 420, Mount Laurel, NJ, 08054

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Raymond James & Associates, INC.
August 2022 - Present · 3 yrs 9 mos
Raymond James & Associates, INC.Broker
July 2022 - Present · 3 yrs 10 mos
Previous Registrations
Janney Montgomery Scott LLC
April 2014 - August 2022 · 8 yrs 4 mos
Janney Montgomery Scott LLCBroker
March 2013 - August 2022 · 9 yrs 5 mos
Morgan StanleyBroker
June 2009 - April 2013 · 3 yrs 10 mos
Citigroup Global Markets INC.Broker
February 2006 - June 2009 · 3 yrs 4 mos
Legg Mason Wood Walker, IncorporatedBroker
February 2001 - February 2006 · 5 yrs
First Union Securities, INC.Broker
July 2000 - December 2000 · 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.