William DerocheCRD Number: 2557975
Current Firm: Agfiq
William Deroche (CRD# 2557975) is an Investment Advisor Representative working at Agfiq in Boston, MA and has over 11 years of experience in the finance industry.
Advanced Portfolio Design, LLC
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
|Agf Investments LLC||Boston, MA||Apr 2010 - Current||12|
|Foreside Fund Services, LLC||Boston, MA||Aug 2010 - Dec 2021||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2010|
Total Assets Under Management1,875MILLIONS
Total Number of Accounts10ACCOUNTS
Average Account Value$187,470,460
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
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