William Sorrentino (CRD# 2361740) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Nashua, NH and has over 30 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 1350047
Legacy Financial Solutions, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Agia | Houston, TX | Apr 2024 - Current | < 1 |
| Valic Financial Advisors, Inc. | Mount Laurel, NJ | Mar 2024 - Current | < 1 |
| Equitable Advisors LLC | New York, NY | Sep 2020 - Mar 2024 | 3 |
| Unemployed | Bayville, NJ | Jan 2020 - Aug 2020 | < 1 |
| Axa Advisors, LLC | New York, NY | Feb 2014 - Jan 2020 | 5 |
| Axa Distributors, LLC | New York, NY | Jan 2013 - Jan 2020 | 7 |
| Axa Equitable | New York, NY | Jan 2013 - Jan 2020 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1993 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1999 |
- AZ
- CA
- CO
- CT
- DE
- DC
- FL
- GA
- ME
- MD
- NV
- NH
- NJ
- NY
- NC
- OH
- PA
- SC
- TX
- VA
- WA
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Total Assets Under Management25,247MILLIONS
-
Total Number of Accounts302,501ACCOUNTS
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Average Account Value$83,463
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
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, VT, WA, WI, WV, WY
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