William StotzCRD Number: 1148166
Current Firm: Staley Capital Advisers Inc.
William Stotz (CRD# 1148166) is an Investment Advisor Representative working at Staley Capital Advisers Inc. in Pittsburgh, PA and has over 16 years of experience in the finance industry.
Wealthcare Capital Management LLC
Lpl Financial LLC
C.b. Bond Financial Planning, Inc.
|Staley Capital Advisers, Inc.||Pittsburgh, PA||Jul 1998 - Current||18|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2000|
Total Assets Under Management1,571MILLIONS
Total Number of Accounts686ACCOUNTS
Average Account Value$2,290,690
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, FL, IL, NC, NY, PA, TX, WV