William Anderson (CRD# 5681835) is an Investment Advisor Representative working at Redwood Private Wealth in Bolton, CT and has over 14 years of experience in the finance industry. William Anderson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2726777
Springboard Asset Management LLC
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Milestone Asset Management Group, LLC
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Advice And Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Brookwood Investment Group LLC | Phoenix, AZ | Jun 2023 - Current | < 1 |
| Redwood Private Wealth LLC | Phoenix, AZ | Jun 2022 - Current | 1 |
| Brookwood Insurance Group LLC | Phoenix, AZ | Jan 2022 - Current | 2 |
| Belpointe Asset Management, LLC | Reno, NV | Jan 2017 - Jun 2023 | 6 |
| Belpointe Insurance, LLC | Greenwich, CT | Jan 2017 - Jan 2022 | 5 |
| The Patriot Financial Group, LLC | Bolton, CT | Jun 2015 - Jan 2017 | 1 |
| Lpl Financial LLC | Bolton, CT | Feb 2014 - Jan 2017 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2009 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2010 |
- CT
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Total Assets Under Management268MILLIONS
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Total Number of Accounts1,788ACCOUNTS
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Average Account Value$149,643
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI
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