William St.clair (CRD# 2929373) is an Investment Advisor Representative working at Prosperity - An Eisneramper Company in Owings Mills, MD and has over 26 years of experience in the finance industry.
CRD# 1817336
Cetera Investment Advisers LLC
CRD# 1582180
Thrivent Investment Management Inc.
CRD# 2436101
Abel Financial Management Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prosperity - An Eisneramper Company | Mount Laurel, NJ | Nov 2023 - Current | < 1 |
| Dai Securities, LLC | Atlanta, GA | Feb 2023 - Current | 1 |
| Eisneramper, Llp / Eisner Advisory Group, LLC | Mount Laurel, NJ | Mar 2023 - Nov 2023 | < 1 |
| Eisneramper Wealth Management & Corporate Benefits, LLC | Mount Laurel, NJ | Mar 2023 - Nov 2023 | < 1 |
| Eisneramper Wealth Management & Corporate Benefits, LLC | Merchantville, NJ | Aug 2022 - Mar 2023 | < 1 |
| Eisneramper, LLP | Merchantville, NJ | Feb 2021 - Mar 2023 | 2 |
| Apw Inc. | Rockaway, NJ | Sep 2022 - Feb 2023 | < 1 |
| Apw Inc. | Rockaway, NJ | Jun 2022 - Sep 2022 | < 1 |
| Commonwealth Financial Network | Waltham, MA | Nov 2007 - Sep 2022 | 14 |
| Cpa Financial Group, LLC | Merchantville, NJ | Sep 1997 - Aug 2022 | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1997 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1997 |
- NJ
- PA
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Total Assets Under Management1,068MILLIONS
-
Total Number of Accounts2,271ACCOUNTS
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Average Account Value$470,185
- 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
- Educational seminars/workshops
CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, MD, MN, NC, NH, NJ, NY, PA, SC, TX, VA, WA, WI
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