William Michael Prendergast
Investment adviser representative at Altfest Personal Wealth Management
33 yearsExperience
3 statesRegistered in
$1.8BFirm assets
43 yearsFirm in business
Are you William Michael Prendergast? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
33 years in the industry.
- Altfest Personal Wealth ManagementJun 2005 to now
- L. J. Altfest and Co., Inc.Apr 1993 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 3 states (CT, NJ, NY).
Altfest Personal Wealth Management
Legal name: L.J. Altfest & Co., Inc.
$1.8BAssets managed
695Clients
19Advisers
43 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
- 4096991
- Firm CRD
- 110130