William Boggess, financial advisor Chicago IL
93 score

William Boggess

CRD Number: 1300498
Current Firm: Monongahela Capital Management

William Boggess (CRD# 1300498) is an Investment Advisor Representative working at Monongahela Capital Management in Chicago, IL and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Rodgers Brothers Inc. Cranberry Township, PA Jan 2008 - Current 8
Citigroup Global Markets Inc. Chicago, IL Sep 1995 - Dec 2007 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2006
S65 NASAA Investment Advisors Law Examination Apr 2008
Contact Info for William P. Boggess
Phone Number: 724-473-4003
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    332
    MILLIONS
  • Total Number of Accounts
    556
    ACCOUNTS
  • Average Account Value
    $596,951
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

CA, FL, GA, IL, LA, NC, NJ, NY, OH, PA, SC, TX, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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