William D. Karrash

BLBB ADVISORS

Montgomeryville, PA 18936

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CRD#: 2175578

Professional summary

William Dean Karrash, CFP®, who also goes by Dean Karrash, W Dean Karrash, is a registered financial advisor currently at BLBB ADVISORS located in Montgomeryville, Pennsylvania.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. William has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 24, Series 53 and Series 27 exams.

Question & Answer

What are your service offerings?

Tax Planning

Retirement Planning

Estate Planning

Employee and Employer Plan Ben...

Investment Planning

Comprehensive Financial Planni...

Are you a "fiduciary"?

Yes

Aliases

Dean Karrash | W Dean Karrash

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.

MR. KARRASH OWNS SEVERAL RENTAL PROPERTIES. NO TIME DURING NORMAL BUSINESS HOURS IS DEVOTED TO THESE PROPERTIES. MR. KARRASH IS A CPA AND AS SUCH MAY ASSIST INDIVIDUALS WITH PREPARATION AND FILING OF TAX RETURNS FOR A FEE (LESS THAN 10 INDIVIDUALS PER YEAR). NO TIME DURING TRADING HOURS ARE DEVOTED TO THIS BUSINESS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Dean Karrash's CRS (Customer Relationship Summary).

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: 1998

Experience

Current

March 8, 2006 - Present

BLBB ADVISORS

Office #1: 103 Montgomery Avenue, Montgomeryville, PA 18936

RIA

CRD#: 139096

Montgomeryville, PA

Past

April 9, 2004 - October 28, 2019

BURKE, LAWTON, BREWER & BURKE, LLC

CRD#: 1346

AMBLER, PA

Past

March 6, 2001 - March 15, 2004

WALNUT ASSET MANAGEMENT LLC

RIA

CRD#: 110424

PHILADELPHIA, PA

Past

July 12, 1999 - March 15, 2004

RUTHERFORD, BROWN & CATHERWOOD, LLC

CRD#: 10306

PHILADELPHIA, PA

Past

June 18, 1999 - July 12, 1999

RUTHERFORD, BROWN & CATHERWOOD, LLC

CRD#: 10306

Past

December 11, 1991 - June 17, 1999

LINCOLN INVESTMENT

CRD#: 519

FORT WASHINGTON, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BLBB ADVISORS

BLB & B ADVISORS, LLC | BLBB ADVISORS

CRD#: 139096 / SEC#: 801-65840

RIA

Registered Investment Advisory firm - (3/8/2006 Approved)

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

Pennsylvania
(3/8/2006)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/9/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/10/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/18/1997

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/10/1991

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/27/2002

General Securities Principal Examination

Principal/Supervisory Exam

Series 53

Date: 10/19/2001

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 27

Date: 10/2/1992

Financial and Operations Principal Examination

Current Firm

BLBB ADVISORS

BLB & B ADVISORS, LLC | BLBB ADVISORS

CRD#: 139096 / SEC#: 801-65840

RIA

Registered Investment Advisory firm - (3/8/2006 Approved)

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Contact information

Main Address

103 Montgomery Avenue, Montgomeryville, PA 18936

Mailing Address

P.o. Box 1010, Montgomeryville, PA 18936

Phone number

(215) 643-9100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (30 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A BLBB_3_26_2025 (3/26/2025)

Regulatory assets under management

Total Number of Accounts	3,588
AUM (Assets Under Management)	$ 2,739,761,758

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
06/23/2025	Cover Page	Report
08/30/2024	Cover Page	Report
04/02/2024	Cover Page	Report
11/07/2023	Cover Page	Report
11/02/2023	Cover Page	Report
01/26/2023	Cover Page	Report

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.

Contact information

xxxxx@xxxx.xxx

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William D. Karrash

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Dean Karrash's CRS (Customer Relationship Summary).

Certified licenses

Experience

BURKE, LAWTON, BREWER & BURKE, LLC

WALNUT ASSET MANAGEMENT LLC

RUTHERFORD, BROWN & CATHERWOOD, LLC

RUTHERFORD, BROWN & CATHERWOOD, LLC

LINCOLN INVESTMENT

Primary Firm SEC Registration

BLBB ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 10/9/1998

Series 63

Date: 12/10/1991

SIE

Date: 10/1/2018

Series 7

Date: 9/18/1997

Series 6

Date: 12/10/1991

Series 24

Date: 11/27/2002

Series 53

Date: 10/19/2001

Series 27

Date: 10/2/1992

Current Firm

BLBB ADVISORS

Contact information

SEC notice filing (30 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BLBB ADVISORS

TRUST BUT VERIFY

Contact information

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