William J. Rizzo
Professional summary
William Joseph Rizzo, who also goes by Bill Rizzo, is a registered financial advisor currently at QUANTUM STRATEGIES WEALTH ADVISORY located in Glen Mills, Pennsylvania.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. William has worked at 9 firms and has passed the Series 66, Series 63, Series 65, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William Joseph Rizzo's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 10, 2015 - Present
QUANTUM STRATEGIES WEALTH ADVISORY
Office #1: 32 Regency Plaza, Glen Mills, PA 19342June 19, 2014 - April 7, 2015
MSI FINANCIAL SERVICES, INC.
May 30, 2014 - April 7, 2015
MSI FINANCIAL SERVICES, INC.
August 26, 2011 - December 31, 2013
TRIAD ADVISORS LLC
February 25, 2008 - December 3, 2008
DUPONT CAPITAL MANAGEMENT MARKETING CORPORATION
July 1, 2004 - August 23, 2005
RUSSELL INSTITUTIONAL SERVICES INC., PART OF RUSSELL INVESTMENTS
November 29, 2000 - August 30, 2004
RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC
September 15, 1999 - December 15, 2000
TRIAD ADVISORS LLC
June 11, 1998 - August 30, 1999
CINCINNATI ANALYSTS, INC.
January 28, 1997 - April 8, 1998
SEI INVESTMENTS DISTRIBUTION CO.
July 10, 1992 - November 26, 1996
CINCINNATI ANALYSTS, INC.
May 29, 1990 - December 31, 1991
EQUITY SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/5/2019)
(6/10/2015)
(6/26/2015)
Exams
Current Firm
QUANTUM STRATEGIES WEALTH ADVISORY
CRD#: 226572 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 35 |
| AUM (Assets Under Management) | $ 66,746,049 |
Red Flags
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