William Scholly, financial advisor New York NY

William Scholly

CRD Number: 6270898
Current Firm: Fidelity Personal And Workplace Advisors

William Scholly (CRD# 6270898) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in New York, NY and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments New York, NY Aug 2014 - Current 6
Pnc Investments Pittsburgh, PA Sep 2013 - Aug 2014 < 1
Pnc Pittsburgh, PA Sep 2012 - Sep 2013 1
Interstate Insurance Management Inc. Johnstown, PA May 2012 - Sep 2012 < 1
Saint Francis University Loretto, PA Aug 2008 - May 2012 3
Mcaneny Brothers Ebensburg, PA Jul 2011 - Apr 2012 < 1
Saint Francis University Loretto, PA Mar 2011 - Dec 2011 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2014
Contact Info for William E. Scholly
Phone Number: 617-563-7000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    453,297
    MILLIONS
  • Total Number of Accounts
    1,038,219
    ACCOUNTS
  • Average Account Value
    $436,610
Compensation Options
  • A percentage of assets under your management
  • 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
  • Other
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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