William M Brosnan
Investment adviser representative at Mio Partners, Inc.
10 yearsExperience
1 stateRegistered in
$59.6BFirm assets
34 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-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Mio Partners, Inc.Jun 2022 to now
- Goelet LLCNov 2017 to May 2022
- KpmgAug 2016 to Nov 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NY).
Mio Partners, Inc.
$59.6BAssets managed
1,050Clients
9Advisers
34 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
- 6351109
- Firm CRD
- 108637