William Bancroft, financial advisor Potomac MD
93 score

William Bancroft

CRD Number: 4578392
Current Firm: Convergent Wealth Advisors, LLC

William Bancroft (CRD# 4578392) is an Investment Advisor Representative working at Convergent Wealth Advisors, LLC in Potomac, MD and has over 15 years of experience in the finance industry.

Company Name Location Dates Years
Convergent Wealth Advisors, LLC Potomac, MD May 2007 - Current 9
Lydian Wealth Management Company Rockville, MD Jun 2000 - May 2007 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2001
Contact Info for William D. Bancroft
Phone Number: 301-770-6300
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    4,693
    MILLIONS
  • Total Number of Accounts
    2,961
    ACCOUNTS
  • Average Account Value
    $1,585,089
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CT, DC, FL, GA, IL, MA, MD, ME, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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