WB
WB
William Boselli
19 Years of Experience
West Palm Beach, FL
2 Disclosures
William Boselli is a registered investment advisor at Strategic Wealth Partners INC., based in West Palm Beach, FL, with 19 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 89 clients with $40M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$40.0M
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Location
West Palm Beach, FL
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Regulatory History (2)
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Regulatory
March 2022Final
Customer Dispute
May 2020Pending
Employment History
Current Registrations
Strategic Wealth Partners INC.
July 2022 - Present · 3 yrs 10 mos
Previous Registrations
Strategic Wealth Partners INC.
September 2021 - April 2022 · 7 mos
Sage, Rutty & CO., INC.
April 2011 - October 2011 · 6 mos
Sage, Rutty & CO., INC.Broker
October 2008 - October 2011 · 3 yrs
Citigroup Global Markets INC.Broker
March 2001 - October 2008 · 7 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1996 - March 2001 · 4 yrs 9 mos
State Registrations1 state
FL
Advisor
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.