WB
WB

William Scott Balentine

25 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
10 advisors
Number of Clients
506 clients
Average Client Portfolio
$7.0B average
Assets Under Management
$3535.4B
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Location

400 Howard Street, San Francisco, CA, 94105

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

William owns a condo rental property and uses Airbnb/VRBO to connect with renters. He spent a few hours setting up the rental information, and ongoing time spent is minimal as a property manager handles the day-to-day operations.

Employment History
Current Registrations
Blackrock Investments, LLCBroker
January 2012 - Present · 14 yrs 1 mo
Blackrock Investments, LLC
January 2012 - Present · 14 yrs 1 mo
Blackrock Fund Advisors
January 2010 - Present · 16 yrs 1 mo
Previous Registrations
Blackrock Fund Distribution CompanyBroker
December 2008 - December 2011 · 3 yrs
Barclays Global Investors ServicesBroker
July 2001 - December 2009 · 8 yrs 5 mos
Wells Fargo Van Kasper, LLCBroker
March 2001 - May 2001 · 2 mos
Wells Fargo Investments, LLCBroker
December 2000 - May 2001 · 5 mos
Wells Fargo Brokerage Services, L.L.C.Broker
May 2000 - December 2000 · 7 mos
Wells Fargo Securities INC.Broker
January 2000 - May 2001 · 1 yr 4 mos
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
William Scott Balentine - Financial Advisor | TrueAdvisor