William Prendergast (CRD# 4096991) is an Investment Advisor Representative working at Altfest Personal Wealth Management in New York, NY and has over 18 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| L. J. Altfest And Company, Inc. | New York, NY | Apr 1993 - Current | 31 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2005 |
- NJ
- NY
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Total Assets Under Management1,579MILLIONS
-
Total Number of Accounts3,328ACCOUNTS
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Average Account Value$474,371
- 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
- Publication of periodicals or newsletters
AZ, CA, CT, FL, IL, LA, MA, MD, NH, NJ, NY, PA, SC, TX, VA, VT
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