William Beaney
William Beaney is a registered investment advisor at Florida Atlantic Securities CORP., based in Miami, FL, with 17 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 42 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Florida Atlantic Securities Corp. (FASC) offers discretionary investment management services where they manage your investments for you. The annual management fee is a percentage of the value of your account, calculated at the end of each quarter. The exact fee is negotiable. You can end the service at any time with written notice, and you'll only be charged for the services you've already received. FASC may also receive commissions as a broker-dealer, but may reduce advisory fees to offset commissions.
Location
9130 South Dadeland Blvd, Suite 1628, Miami, FL, 33156
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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 Activities
William is a passive owner of 14B Marketing Inc., a general marketing company unrelated to financial services. He dedicates minimal time to this activity.
Employment History
Current Registrations
Florida Atlantic Securities CORP.
Florida Atlantic Securities CORP.Broker
Previous Registrations
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations3 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.