William Oley Hall Iii
CFP®Professional Summary
William Oley Hall III, CFP®, who also goes by Bill Hall III, Bill Hall, is a registered financial advisor currently at CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS located in Portland, Maine. William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. William has worked at 7 firms and has passed the Series 63, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Bill Hall Iii, Bill Hall
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PFS INVESTMENTS INC.
Videos & Posts
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PFS INVESTMENTS INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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PFS INVESTMENTS INC.
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Disclosures on record.
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PFS INVESTMENTS INC.
Credentials
Years of Experience
32 years in the financial services industry
Current & Past Employments
Current
Past
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PFS INVESTMENTS INC.
Current Firm
CLEARSTEAD ADVISORS, LLC | PLIMSOLL MARK CAPITAL | HARTLAND & CO., LLC | HARTLAND & CO | CLS CONSULTING, LLC | CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS | CLEARSTEAD; HARTLAND & CO., LLC | CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS | CLEARSTEAD, HARTLAND & CO., LLC | CLEARSTEAD ADVISORY SOLUTIONS, A DIVISION OF CLEARSTEAD ADVISORS, LLC
Contact Information
Main Address
1100 Superior Ave East Suite 700, Cleveland, OH 44114Phone Number
(216) 621-1090# of Employees
280SEC notice filing (52 States and Territories)
Registered to provide investment advisory services in 52 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
14,707AUM (Assets Under Management)
$33,880,026,978Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/27/2026 | Cover Page | Report |
| 11/19/2025 | Cover Page | Report |
| 11/27/2024 | Cover Page | Report |
| 01/10/2024 | Cover Page | Report |
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PFS INVESTMENTS INC.
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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PFS INVESTMENTS INC.
Primary Firm SEC Registration
CLEARSTEAD ADVISORS, LLC | PLIMSOLL MARK CAPITAL | HARTLAND & CO., LLC | HARTLAND & CO | CLS CONSULTING, LLC | CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS | CLEARSTEAD; HARTLAND & CO., LLC | CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS | CLEARSTEAD, HARTLAND & CO., LLC | CLEARSTEAD ADVISORY SOLUTIONS, A DIVISION OF CLEARSTEAD ADVISORS, LLC
State Registrations and Notice Filings
(1/9/2015)
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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PFS INVESTMENTS INC.
CRS (Client Relationship Summary) - RIA
Click below to view William Oley Hall III's CRS (Customer Relationship Summary).
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PFS INVESTMENTS INC.
