William Chao is a registered investment advisor at Puget Sound Capital Services LLC, based in Seattle, WA, with 19 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 10 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Seattle, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William is a member of Puget Sound Advisors LLC, a capital markets strategic advisory and business development firm, dedicating a few hours per week to consulting. He is also a member of Noble Pacific Holdings LLC, focusing on corporate business development and strategic advisory in China/Asia, spending about 10-20% of his time on marketing and client development.
Employment History
Current Registrations
Puget Sound Capital Services LLC
Previous Registrations
Linsco/private Ledger CORP.
State Registrations1 state
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