William Berlin, financial advisor Grand Blanc MI

William Berlin

CRD Number: 3004601
Current Firm: Mainstay Capital Management, LLC

William Berlin (CRD# 3004601) is an Investment Advisor Representative working at Mainstay Capital Management, LLC in Grand Blanc, MI and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Mainstay Capital Management Grand Blanc, MI Jan 2021 - Current 1
Tdameritrade Inc. Birmingham, MI Mar 2014 - Jan 2021 6
Greystone Financial Group, Inc. Troy, MI Nov 2011 - Mar 2014 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2004
S63 Uniform Securities State Law Examination May 2014
Disclosure Information

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
Contact Info for William L. Berlin
Phone Number: 866-444-6246
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    3,859
    MILLIONS
  • Total Number of Accounts
    3,838
    ACCOUNTS
  • Average Account Value
    $1,005,404
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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