William Rassman, financial advisor Santa Monica CA
93 score

William Rassman

CRD Number: 5549851
Current Firm: Woodridge Wealth Management, LLC

William Rassman (CRD# 5549851) is an Investment Advisor Representative working at Woodridge Wealth Management, LLC in Santa Monica, CA and has over 6 years of experience in the finance industry. William Rassman 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
Woodridge Wealth Management, LLC Santa Monica, CA Jun 2016 - Current < 1
Centric Capital Advisors Los Angeles, CA Oct 2014 - Current 2
Kestra Financial Services, Inc. Austin, TX Apr 2016 - Jun 2016 < 1
Nfp Advisor Services LLC Austin, TX Nov 2014 - Apr 2016 1
Deutsche Bank Securities Inc. Los Angeles, CA Jun 2013 - Nov 2014 1
Montage Securities Leawood, KS Mar 2012 - May 2013 1
Mariner Wealth Advisors, LLC Los Angeles, CA Feb 2012 - May 2013 1
Merrill Lynch Century City, CA Oct 2010 - Jan 2012 1
Bank Of America,na Century City, CA Nov 2010 - Dec 2011 1
Axa Advisors, LLC Los Angeles, CA Jun 2010 - Oct 2010 < 1
Wagner College Rochester, NY Aug 2006 - May 2010 3
Merrill Lynch Los Angeles, CA Jun 2009 - Aug 2009 < 1
Smith Barney New York, NY May 2008 - Aug 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2010
Contact Info for William R. Rassman
Phone Number: (310) 913-5535
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, MS

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

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