William Rizzo, financial advisor Glen Mills PA

William Rizzo

CRD Number: 1988362
Current Firm: Quantum Strategies Wealth Advisory

William Rizzo (CRD# 1988362) is an Investment Advisor Representative working at Quantum Strategies Wealth Advisory in Glen Mills, PA and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Quantum Strategies, LLC Glen Mills, PA Apr 2015 - Current 8
William Rizzo, Sole Proprietor Glen Mills, PA Apr 2014 - Current 9
William Rizzo, Sole Proprietor Glen Mills, PA Jan 1989 - Current 35
Oden Property Management Glen Mills, PA Dec 2013 - Apr 2019 5
Sports Performance Institute Glen Mills, PA Apr 2012 - Jan 2018 5
Metlife Securities Inc. Plymouth Meeting, PA Jun 2014 - Apr 2015 < 1
Metlife Securities Inc. Plymouth Meeting, PA May 2014 - Apr 2015 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2008
S65 NASAA Investment Advisors Law Examination Nov 1993
S66 NASAA Uniform Combined State Law Examination Jun 2014
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for William J. Rizzo
Phone Number: 610-624-1770
Registered State(s):
  • DE
  • NJ
  • PA
By the Numbers
  • Total Assets Under Management
    56
    MILLIONS
  • Total Number of Accounts
    68
    ACCOUNTS
  • Average Account Value
    $819,516
Compensation Options
  • A percentage of assets under your management
  • 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
  • Pension consulting services
Types of Clients
Registered States

DE, NJ, PA

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