William Seybold
William Seybold is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Honeoye Falls, NY, with 29 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
Honeoye Falls, 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 is an advisory representative of a RIA, spending about 10-20% of his time on investment-related activities and trading. He is also an independent insurance agent for various independent insurance companies and runs Seybold Wealth Management, dedicating full-time hours to the advisor business and about half his time to trading.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Previous Registrations
Ssn Advisory, INC.
Securities Service Network, LLCBroker
Securities America, INC.Broker
Ing Financial Advisers, LLC
Ing Financial Advisers, LLCBroker
Aetna Financial Services, INC.Broker
Citicorp Investment ServicesBroker
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations2 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.