William Ebersold
Investment adviser representative at Wellth Advisory Services, LLC
13 yearsExperience
2 statesRegistered in
$26.7BFirm assets
2 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 assetsHourlyFixed or flat fee
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
13 years in the industry.
- Wellth Advisory Services, LLCJun 2024 to now
- LPL Financial LLCSep 2023 to now
- Global Retirement Partners, LLCSep 2023 to Jun 2024
- UnemployedJul 2023 to Sep 2023
- Ameriprise Financial Services, LLCDec 2022 to Jul 2023
- UnemployedAug 2022 to Dec 2022
- M&t BankApr 2022 to Aug 2022
- People's United BankJun 2020 to Apr 2022
- Roger Williams UniversitySep 2019 to Jun 2020
- People's United BankJun 2019 to Sep 2019
- Roger Williams UniversitySep 2018 to Jun 2019
- Main Street Financial GroupJun 2018 to Sep 2018
- Public School SystemJan 2013 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (MA, RI).
Wellth Advisory Services, LLC
$26.7BAssets managed
3,887Clients
74Advisers
2 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
- 6974907
- Firm CRD
- 330537