William Cole Anderson
Investment adviser representative at UBS Financial Services Inc.
10 yearsExperience
2 statesRegistered in
CFADesignation
$915.8BFirm 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 assetsHourlyFixed or flat feeCommissionsOther
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
10 years in the industry.
- UBS Financial Services Inc.Nov 2023 to now
- UBSAug 2023 to now
- Northwest Capital ManagementMay 2021 to Aug 2023
- Parcion Private Wealth ManagementOct 2019 to May 2021
- UBS Financial Services Inc.Jul 2017 to Oct 2019
- Pitchbook DataMay 2016 to Jul 2017
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2017
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 2 states (CA, WA).
UBS Financial Services Inc.
$915.8BAssets managed
1,144,588Clients
9,366Advisers
55 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
- 6824962
- Firm CRD
- 8174