William Ambrose Toczylowski
Investment adviser representative at Nerdwallet Wealth Partners, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$262.8MFirm assets
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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
Experience
10 years in the industry.
- Nerdwallet Wealth Partners, LLCAug 2025 to now
- Future You Wealth LLCNov 2024 to Aug 2025
- Capital Group Private Client ServicesSep 2019 to Oct 2024
- BNY Mellon Wealth ManagementJun 2017 to Aug 2019
- Mariner Wealth AdvisorsSep 2016 to May 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
State registrations
Registered as an investment adviser representative in 1 state (NY).
Nerdwallet Wealth Partners, LLC
$262.8MAssets managed
694Clients
17Advisers
1 yearIn 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
- 6528449
- Firm CRD
- 337328