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William Joseph Visconto

Investment adviser representative at Eab Investment Group, LLC
15 yearsExperience
1 stateRegistered in
$506MFirm assets
11 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.

  • Portfolio management

Experience

15 years in the industry.

  1. Guggenheim SecuritiesJul 2020 to now
  2. Eab Investment Group, LLCMay 2020 to now
  3. Eab InvestmentsJul 2011 to now
  4. Srt Securities LLCDec 2012 to Jan 2021

Exams passed

  • Series 65 · Uniform Investment Adviser Law2012
  • Series 63 · Uniform Securities Agent State Law2012

State registrations

Registered as an investment adviser representative in 1 state (PA).

Eab Investment Group, LLC

$506MAssets managed
1Clients
4Advisers
11 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
2603790
Firm CRD
165865
Advisor's SEC record (opens in a new tab)
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