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William Joseph Coscioni

William J. Coscioni

WEALTHCARE
Aiken, SC 29803-6515
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CRD#: 1503133
William Joseph Coscioni

Professional summary

William Joseph Coscioni, CFP® is a registered financial advisor currently at WEALTHCARE located in Aiken, South Carolina.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. William has worked at 3 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Joseph Coscioni's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 1987

Experience

Current

March 18, 2014 - Present

WEALTHCARE

Office #1: 910 Dougherty Rd, Aiken, SC 29803-6515
RIA
CRD#: 168696
Aiken, SC
Past

February 20, 1990 - May 28, 1991

MARINER FINANCIAL SERVICES, INC.

BD
CRD#: 8292
Past

May 22, 1986 - February 20, 1990

LEADERTECH SECURITIES, INC.

BD
CRD#: 13052

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
South Carolina
(3/18/2014)

Exams

State Security Law Exam
RR
Series 63
Date: 10/14/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 5/17/1986
General Securities Representative Examination

Current Firm

WE
WEALTHCARE
FINANCIAL PLANNERS, LLC | WEALTHCARE

CRD#: 168696 / SEC#:

South Carolina
Registered Investment Advisory firm - (3/18/2014 Approved)
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Contact information

Main Address
910 Dougherty Rd, Aiken, SC 29803-6515
Mailing Address
Phone number
(803) 644-0701
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts82
AUM (Assets Under Management)$ 16,920,502

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

WEALTHCARE

CRD#: 168696Aiken, SC 29803-6515

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