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William Campbell Mchale

Investment adviser representative at Ingalls Investment Management, LLC
12 yearsExperience
1 stateRegistered in
CFADesignation
$7.8BFirm 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 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

12 years in the industry.

  1. Ingalls Investment Management, LLCAug 2026 to now
  2. Ingalls & Snyder LLCJun 2017 to now
  3. ApplicoMar 2017 to May 2017
  4. Axiom InvestorsSep 2014 to Dec 2016

Designations

  • CFA

Exams passed

  • Series 66 · Uniform Combined State Law2017

State registrations

Registered as an investment adviser representative in 1 state (NY).

Ingalls Investment Management, LLC

$7.8BAssets managed
4,453Clients
53Advisers
58 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
6822419
Firm CRD
343369
Advisor's SEC record (opens in a new tab)
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