William Strunk, financial advisor Vienna VA
83 score

William Strunk

CRD Number: 5391619
Current Firm: Navy Federal Asset Management, LLC

William Strunk (CRD# 5391619) is an Investment Advisor Representative working at Navy Federal Asset Management, LLC in Vienna, VA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Navy Federal Brokerage Services, LLC Silverdal, WA Jul 2009 - Current 7
Unemployed Tacoma, WA Feb 2009 - Jul 2009 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Tacoma, WA Nov 2008 - Feb 2009 < 1
Ubs Financial Services Inc. Poulsbo, WA Jul 2007 - Nov 2008 1
John L Scott Bremerton, WA May 1998 - Jun 2007 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for William B. Strunk
Phone Number: 877-221-8108
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    159
    MILLIONS
  • Total Number of Accounts
    1,117
    ACCOUNTS
  • Average Account Value
    $142,057
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
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, VI, VT, WA, WI, WV

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BADGES
83

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