William Visconto, financial advisor Philadelphia PA

William Visconto

CRD 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.

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Company Name Location Dates Years
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
Contact Info for William J. Visconto
Phone Number: 646-583-0032
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    94
    MILLIONS
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $18,754,355
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

NJ

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