William David Woodmansee
Investment adviser representative at Commerce Advisors, LLC
17 yearsExperience
2 statesRegistered in
$337.9MFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Purshe Kaplan Sterling InvestmentsDec 2013 to now
- Commerce Advisors, LLCSep 2009 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 2 states (TN, TX).
Commerce Advisors, LLC
$337.9MAssets managed
143Clients
5Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1857491
- Firm CRD
- 151439