William James Bresett
Investment adviser representative at Financial Transparency
38 yearsExperience
2 statesRegistered in
$322.3MFirm assets
8 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
- Seminars and workshops
Experience
38 years in the industry.
- Financial TransparencyJul 2018 to now
- Envision Financial Transparency, LLCJul 2018 to now
- Giardina & BresettMar 1988 to now
- Cssc Brokerage Services, Inc.Mar 2007 to Jul 2018
- Cssc Insurance Services, Inc.Nov 2001 to Jul 2018
- Trustee Empowerment & Protection, Inc.Nov 2001 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 2 states (FL, MA).
Financial Transparency
Legal name: Envision Financial Transparency, LLC
$322.3MAssets managed
235Clients
16Advisers
8 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
- 4484379
- Firm CRD
- 297713