William Greeley, financial advisor Weston CT

William Greeley

CRD Number: 2188337
Current Firm: Edward Jones

William Greeley (CRD# 2188337) is an Investment Advisor Representative working at Edward Jones in Weston, CT and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Mar 2020 - Current < 1
Retired/self Employed Weston, CT Jan 2018 - Mar 2020 2
Tmg Chicago, IL Jul 2016 - Dec 2017 1
Drw Trading New York, NY Apr 2014 - Apr 2016 2
Sirentz Wilton, CT Jul 2012 - Mar 2014 1
Noble Trading Group Stamford, CT Jan 2010 - Apr 2012 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1992
S66 NASAA Uniform Combined State Law Examination Jun 2020
Contact Info for William C. Greeley
Phone Number: 314-515-2000
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    423,237
    MILLIONS
  • Total Number of Accounts
    3,336,586
    ACCOUNTS
  • Average Account Value
    $126,847
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • 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, WY

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