William Suplee, financial advisor Phoenixville PA

William Suplee

CRD Number: 4744206
Current Firm: Structured Asset Management, Inc.
Compensation Model: Fee Only

William Suplee (CRD# 4744206), an Investment Advisor Representative, is founder and president of Structured Asset Management, Inc. in Berwyn, PA. He provides comprehensive financial planning and investment management services to clients in the western main line and greater Philadelphia area. He has over 35 years of experience in investments and financial planning.

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Professional Designations
Company Name Location Dates Years
Structured Asset Management, Inc. Berwyn, PA Oct 2003 - Current 17
Philadelphia Stock Exchange Member Philadelphia, PA Jun 1980 - Oct 2003 23

William Suplee has no recent exams reported.
Contact Info for William Z. Suplee
Phone Number: 610-648-0700
Advisor Website: http://www.samasset.com
Firm Website: http://www.samasset.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    109
    MILLIONS
  • Total Number of Accounts
    92
    ACCOUNTS
  • Average Account Value
    $1,182,860
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
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

PA, TX

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