William Gleavy (CRD# 2317578) is an Investment Advisor Representative working at Kaizen Retirement Plan Advisors, LLC in Quincy, MA and has over 31 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cuna Brokerage Services, Inc. | Waverly, IA | Jan 2002 - Jan 2017 | 15 |
| Cuna Mutual Group | Madison, WI | Jun 2001 - Jan 2017 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1993 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2006 |
- MA
-
Total Assets Under Management131MILLIONS
-
Total Number of Accounts24ACCOUNTS
-
Average Account Value$5,455,793
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
MA
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