William Cleary, financial advisor Columbia MD
89 score

William Cleary

CRD Number: 6188747
Current Firm: Axa Advisors, LLC

William Cleary (CRD# 6188747) is an Investment Advisor Representative working at Axa Advisors, LLC in Columbia, MD and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Axa Advisors LLC New York, NY Aug 2013 - Current 3
Unemployed Baltimore, MD May 2013 - Aug 2013 < 1
Johns Hopkins University Baltimore, MD Sep 2009 - May 2013 3
Sid Jacobson Jcc Summer Camp Dix Hills, NY Jun 2009 - Aug 2011 2
Chaminade High School Mineola, NY Sep 2005 - May 2009 3
Garden City Pool Garden City, NY Jun 2008 - Aug 2008 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2014
S63 Uniform Securities State Law Examination Oct 2013
Contact Info for William R. Cleary
Phone Number: 212-314-4600
Firm Website: http://axa.us.com
Registered State(s):
  • DE
  • PA
  • NJ
  • FL
  • MD
By the Numbers
  • Total Assets Under Management
    9,867
    MILLIONS
  • Total Number of Accounts
    40,093
    ACCOUNTS
  • Average Account Value
    $246,096
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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