William Stylos, financial advisor Tampa FL

William Stylos

CRD Number: 6575979
Current Firm: Prudential Financial Planning Services

William Stylos (CRD# 6575979) is an Investment Advisor Representative working at Prudential Financial Planning Services in Tampa, FL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
The Prudential Insurance Company Of America Tampa, FL Aug 2016 - Current 5
Pruco Securities, LLC Tampa, FL Mar 2016 - Current 5
T. Rowe Price Tampa, FL Oct 2015 - Jul 2016 < 1
Gte Financial Tampa, FL May 2015 - Aug 2015 < 1
Ducky's Of South Tampa Tampa, FL Feb 2014 - Feb 2015 1
Full Time Student Freetown, MA Jan 1998 - Feb 2014 16
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2016
Contact Info for William A. Stylos
Phone Number: 800-235-7637
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    11,236
    MILLIONS
  • Total Number of Accounts
    70,757
    ACCOUNTS
  • Average Account Value
    $158,796
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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