William PassarelliCRD Number: 6632116
Current Firm: Lpl Financial LLC
William Passarelli (CRD# 6632116) is an Investment Advisor Representative working at Lpl Financial LLC in Fort Mill, SC and has over 5 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Ubs Financial Services Inc.
|Lpl Financial LLC||Meriden, CT||Aug 2021 - Current||< 1|
|Sherwin-williams||North Haven, CT||Aug 2020 - Current||1|
|Massmutual||Springfield, MA||Feb 2021 - Sep 2021||< 1|
|Mml Investors Services, LLC||Springfield, MA||Feb 2021 - Sep 2021||< 1|
|Ametek Specialty Metals||Wallingford, CT||Oct 2020 - Feb 2021||< 1|
|Allegheny Ludlum Inc.||Waterbury, CT||Jul 2019 - Oct 2020||1|
|Lowe's Home Improvement||Wallingford, CT||Oct 2015 - Aug 2019||3|
|Massmutual||Springfield, MA||Oct 2018 - Jul 2019||< 1|
|Mml Investors Services, LLC||Springfield, MA||Oct 2018 - Jul 2019||< 1|
|Aplicare||Meriden, CT||Dec 2017 - Oct 2018||< 1|
|Edward Jones||St Louis, MO||Apr 2016 - Dec 2017||1|
|The Orchards At Southington||Southington, CT||Sep 2015 - Apr 2016||< 1|
|University Of Connecticut||Hartford, CT||Feb 2015 - Sep 2015||< 1|
|Allegheny Technologies Inc.||Wallingford, CT||Jun 1995 - Feb 2015||19|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2016|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management268,834MILLIONS
Total Number of Accounts1,055,189ACCOUNTS
Average Account Value$254,773
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, WY
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.