William Suplee, financial advisor Glastonbury CT

William Suplee

CRD Number: 4744206
Current Firm: Apella Wealth
Compensation Model: Fee Only

William Suplee (CRD# 4744206), an Investment Advisor Representative, is founder and president of Structured Asset Management, Inc. in Berwyn, PA. He provides comprehensive financial planning and investment management services to clients in the western main line and greater Philadelphia area. He has over 35 years of experience in investments and financial planning.

CONTACT
Similar Advisors
Randy Kurtz, financial advisor Glastonbury CT
Randy D. Kurtz
CRD# 4579297
Upper Left Wealth Management, LLC
Similar Advisors
Charles Green, financial advisor Glastonbury CT
Charles M. Green
CRD# 2726777
Springboard Asset Management LLC
Similar Advisors
Richard Lopresti, financial advisor Glastonbury CT
Richard C. Lopresti
CRD# 4297910
Milestone Asset Management Group, LLC
Professional Designations
Company Name Location Dates Years
Apella Capital, LLC Berwyn, PA Oct 2022 - Current 1
Structured Asset Management, Inc. Phoenixville, PA Oct 2003 - Current 20

William Suplee has no recent exams reported.
Contact Info for William Z. Suplee
By the Numbers
  • Total Assets Under Management
    2,478
    MILLIONS
  • Total Number of Accounts
    7,259
    ACCOUNTS
  • Average Account Value
    $341,392
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI

Ready to hire a financial advisor? Get competitive proposals from William Suplee and other advisors.
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.