William Thomas Cole
Investment adviser representative at Ac Wealth Partners
10 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$1.1BFirm assets
Are you William Thomas Cole? 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Ac Wealth PartnersSep 2023 to now
- Ategenos Capital, LLCJun 2022 to now
- Divisional Vp, Wa Portfolio ConsultantJan 2022 to Jun 2022
- Brinker CapitalJan 2018 to Jun 2022
- Fidelity InvestmentsAug 2012 to Jan 2018
Designations
- CFA
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (PA).
Ac Wealth Partners
Legal name: Ategenos Capital, LLC
$1.1BAssets managed
428Clients
6Advisers
3 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
- 5112882
- Firm CRD
- 326708