William Guglielmo D'annibale, financial advisor Gloucester MA

William Guglielmo D'annibale

CRD Number: 4576258
Current Firm: American Retirement & Investment Strategies, LLC

William Guglielmo D'annibale (CRD# 4576258) is an Investment Advisor Representative working at American Retirement & Investment Strategies, LLC in Gloucester, MA and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
American Retirement & Investment Strategies, LLC Gloucester, MA Apr 2006 - Current 17
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2002
Contact Info for William Guglielmo D'annibale
Phone Number: 978-283-1011
Registered State(s):
  • FL
  • MA
  • NH
Current Firm Details
By the Numbers
  • Total Assets Under Management
    79
    MILLIONS
  • Total Number of Accounts
    506
    ACCOUNTS
  • Average Account Value
    $156,098
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
  • Other
Types of Clients
Registered States

FL, MA, NH, RI

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