William RustCRD Number: 6074318
Current Firm: Pioneer Institutional Asset Management, Inc.
William Rust (CRD# 6074318) is an Investment Advisor Representative working at Pioneer Institutional Asset Management, Inc. in Boston, MA and has over 5 years of experience in the finance industry.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|Pioneer Investment Management Usa Inc.||Boston, MA||Oct 2013 - Current||3|
|Edward Jones||Tempe, AZ||Jun 2012 - Oct 2013||1|
|Student/unemployed||New Hartford, NY||May 2012 - Jun 2012||< 1|
|Mutual Of Omaha||Fairport, NY||Sep 2011 - Apr 2012||< 1|
|Conmed Corporation||Utica, NY||May 2011 - Aug 2011||< 1|
|Full Time Student||Rochester, NY||Sep 2010 - May 2011||< 1|
|Whims-n-doodles||New Hartford, NY||Apr 2010 - Aug 2010||< 1|
|Full-time Student||Rochester, NY||Aug 2009 - Apr 2010||< 1|
|New Hartford Central Schools||New Hartford, NY||May 2009 - Aug 2009||< 1|
|Full-time Student||New Hartford, NY||Aug 2007 - Apr 2009||1|
|New Hartford Parks Department||New Hartford, NY||May 2007 - Aug 2007||< 1|
|Full-time Student||New Hartford, NY||Jan 2002 - Apr 2007||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2012|
|S66||NASAA Uniform Combined State Law Examination||Aug 2012|
Total Assets Under Management5,770MILLIONS
Total Number of Accounts54ACCOUNTS
Average Account Value$106,855,891
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.