William Wadsworth (CRD# 5621720) is an Investment Advisor Representative working at North Woods Wealth Management in Buffalo, NY and has over 15 years of experience in the finance industry.
CRD# 1234546
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4690465
Key Investment Services LLC
CRD# 1604730
Lytle Investments
| Company Name | Location | Dates | Years |
|---|---|---|---|
| North Woods Asset Management, LLC | Buffalo, NY | Aug 2015 - Current | 8 |
| Massachusetts Mutual Life Insurance Company | Amherst, NY | Dec 2008 - Aug 2015 | 6 |
| Mml Investors Services Inc. | Amherst, NY | Dec 2008 - Aug 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2008 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2015 |
- NY
-
Total Assets Under Management65MILLIONS
-
Total Number of Accounts409ACCOUNTS
-
Average Account Value$158,529
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
NY
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