William Collopy, financial advisor Irvine CA
90 score

William Collopy

CRD Number: 5961784
Current Firm: Seia

William Collopy (CRD# 5961784) is an Investment Advisor Representative working at Seia in Irvine, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Jhfn Sii Los Angles, CA Jan 2012 - Current 4
Seia LLC Irvine, CA Jan 2012 - Current 4
Full-time Education Orange, CA Sep 2010 - Jan 2012 1
Greyhound Golf Gear Costa Mesa, CA Oct 2009 - Oct 2011 2
Unemployed Costa Mesa, CA Oct 2008 - Oct 2009 1
Worldwide Golf Enterprises Santa Ana, CA Jun 2003 - Oct 2008 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2012
Contact Info for William R. Collopy
Phone Number: 310-712-2323
Firm Website: http://www.seia.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    3,850
    MILLIONS
  • Total Number of Accounts
    8,557
    ACCOUNTS
  • Average Account Value
    $449,900
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, DC, FL, HI, ID, IL, IN, LA, MA, MD, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, PR, SC, TX, UT, VA, WA

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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