William Bolas
William Bolas is a registered investment advisor at Wells Fargo Advisors, based in Collegeville, PA, with 23 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
555 Second Avenue, Suite D-300, Collegeville, PA, 19426
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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 has 100% ownership in Stratford Wealth Partners LLC. He is also a financial advisor for Princeton Harriman Insurance Solutions, dedicating a few hours per week to this role, and an investment committee member for Cleveland Yachting Club, dedicating minimal time.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
New England Securities Corporation
New England SecuritiesBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations19 states
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