William Heard Stoddard
Investment adviser representative at Greenwood Gearhart, LLC
20 yearsExperience
2 statesRegistered in
$2BFirm assets
44 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 feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Greenwood Gearhart, Inc.Jun 2024 to now
- B. Riley Wealth AdvisorsJul 2022 to May 2024
- B. Riley Wealth ManagementJul 2019 to May 2024
- Wunderlich Securities, Inc.Nov 2006 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 2 states (AR, TX).
Greenwood Gearhart, LLC
$2BAssets managed
1,101Clients
21Advisers
44 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
- 2281670
- Firm CRD
- 110379