William Chao is a registered investment advisor, based in Bethesda, MD, with 27 years of industry experience.
Location
7550 Wisconsin Avenue, Suite 420, Bethesda, MD, 20814
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William owns rental property in Rosedale, MD, coaches for Lions Soccer Club, and owns The Goldfish & Co, a goldfish breeding and selling business. These activities take minimal time, a few hours per week, and about 10-20% of his time, respectively.
Employment History
Current Registrations
Steward Partners Investment Solutions, LLC
Steward Partners Investment Advisory, LLC
Steward Partners Investment Solutions, LLCBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Spire Wealth Management, LLC
Spire Securities, LLCBroker
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Fbr Investment Services, INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
H. Beck, INC.Broker
Chevy Chase Financial Services CorporationBroker
Citicorp Investment ServicesBroker
State Registrations53 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.