William ViscontoCRD Number: 2603790
Current Firm: Eab Investment Group, LLC
William Visconto (CRD# 2603790) is an Investment Advisor Representative working at Eab Investment Group, LLC in Philadelphia, PA and has over 8 years of experience in the finance industry.
Hamilton-bates Investment Research, Inc.
Oppenheimer & Company Inc.
Lpl Financial LLC
|Guggenheim Securities||New York, NY||Jul 2020 - Current||< 1|
|Srt Securities LLC||New York, NY||Dec 2012 - Current||8|
|Eab Investments||New York, NY||Jul 2011 - Current||9|
|Mcgowan Investors, LP||Philadelphia, PA||Nov 2008 - Apr 2011||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2012|
|S65||NASAA Investment Advisors Law Examination||Oct 2012|
Total Assets Under Management94MILLIONS
Total Number of Accounts5ACCOUNTS
Average Account Value$18,754,355
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
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