WP
PFS
WP
PFS

William Pirolli

19 Years of Experience
Phoenix, AZ

William Pirolli is a PFS-designated registered investment advisor at Bentley Wealth Advisors, LLC, based in Phoenix, AZ, with 19 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
N/A
Firm Size
12 advisors
IM Fee
Planning only

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Phoenix, AZ

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

William is involved with DP Realty, LLC (real estate holding) and Moneta Investors, LLC (income pass through entity), but devotes no time to these activities. He also serves as trustee for the Van Rensselaer Irrevocable Family Trust and financial guardian for Stephen Van Rensselaer, dedicating a few hours per week to these duties.

Employment History
Current Registrations
Bentley Wealth Advisors, LLC
January 2019 - Present · 7 yrs 4 mos
Previous Registrations
Bentley Wealth Advisors, LLC
June 2018 - December 2018 · 6 mos
Bentley Wealth Advisors, LLC
February 2008 - January 2011 · 2 yrs 11 mos
Creative Resources Investment Advisors LLC
April 2000 - May 2012 · 12 yrs 1 mo
State Registrations1 state
RI
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.