William Desormeau, financial advisor Rensselaer NY
96 score

William Desormeau

CRD Number: 3156287
Current Firm: Hanys Benefit Services

William Desormeau (CRD# 3156287) is an Investment Advisor Representative working at Hanys Benefit Services in Rensselaer, NY and has over 17 years of experience in the finance industry. William Desormeau has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Healthcare Community Securities Corp Rensselaer, NY Apr 2003 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1999
S65 NASAA Investment Advisors Law Examination Feb 1999
Contact Info for William H. Desormeau
Phone Number: 518-431-7600
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States


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

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