William AdamczykCRD Number: 1014049
Current Firm: Sa Stone Investment Advisors Inc.
William Adamczyk (CRD# 1014049) is an Investment Advisor Representative working at Sa Stone Investment Advisors Inc. in Birmingham, AL and has over 22 years of experience in the finance industry. William Adamczyk has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Canterbury Investment Advisors LLC
Nbc Securities, Inc.
Wells Fargo Clearing Services, LLC
|Sterne Agee Investment Advisor Services, Inc.||Birmingham, AL||Jan 2015 - Current||7|
|Sterne Agee Financial Services, Inc.||Uniontown, OH||Sep 2014 - Current||8|
|Wrp Investments||Youngstown, OH||Jan 2010 - Current||12|
|Ramsburg Insurance Agency, Inc.||Uniontown, OH||Jun 1984 - Current||38|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2000|
Total Assets Under Management3,153MILLIONS
Total Number of Accounts11,804ACCOUNTS
Average Account Value$267,085
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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