William L. Presutti

FS INVESTMENT SOLUTIONS

Philadelphia, PA 19112

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CRD#: 2198707

Professional summary

William Louis Presutti, CIMA®, who also goes by Bill Presutti, William L Presutti, is a registered financial professional currently at FS INVESTMENT SOLUTIONS, LLC located in Philadelphia, Pennsylvania.

William is registered as a RR (Registered Representative) and started their career in finance in 1992. William has worked at 10 firms and has passed the Series 63, SIE, Series 7, Series 53, Series 24 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Bill Presutti | William L Presutti

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) - BD

Click below to view William Louis Presutti'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®

CIMA^®

Certified Investment Management Analyst

Experience

Current

May 13, 2019 - Present

FS INVESTMENT SOLUTIONS, LLC

Office #1: 201 Rouse Boulevard, Philadelphia, PA 19112

CRD#: 145244

Philadelphia, PA

Past

November 16, 2016 - January 25, 2019

FIDELITY DISTRIBUTORS COMPANY LLC

CRD#: 17507

SMITHFIELD, RI

Past

January 13, 2014 - October 13, 2016

FIDELITY DISTRIBUTORS COMPANY LLC

CRD#: 17507

SMITHFIELD, RI

Past

January 6, 2011 - November 20, 2013

DELAWARE DISTRIBUTORS, L.P.

CRD#: 14232

PHILADELPHIA, PA

Past

March 12, 2009 - November 2, 2010

TRANSAMERICA CAPITAL, LLC

CRD#: 8217

SPRING LAKE, NJ

Past

July 14, 2006 - November 19, 2008

AMG DISTRIBUTORS, INC.

CRD#: 27314

STAMFORD, CT

Past

April 4, 2005 - July 13, 2006

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

January 23, 2004 - April 7, 2005

ONECAPITAL SECURITIES, LLC

CRD#: 121958

NEW YORK, NY

Past

April 22, 1993 - January 21, 2004

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

CRD#: 7834

NEW YORK, NY

Past

April 27, 1992 - March 3, 1993

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

CONSHOHOCKEN, PA

Past

January 7, 1992 - May 1, 1992

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

State Registrations and Notice Filings

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

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(5/13/2019)

Alaska
(5/13/2019)

Arizona
(5/13/2019)

Arkansas
(5/13/2019)

California
(5/13/2019)

Colorado
(5/13/2019)

Connecticut
(5/13/2019)

Delaware
(5/13/2019)

District of Columbia
(5/13/2019)

Florida
(5/13/2019)

Georgia
(5/13/2019)

Hawaii
(5/13/2019)

Idaho
(5/13/2019)

Illinois
(5/13/2019)

Indiana
(5/13/2019)

Iowa
(5/13/2019)

Kansas
(5/13/2019)

Kentucky
(5/13/2019)

Louisiana
(5/13/2019)

Maine
(5/13/2019)

Maryland
(5/13/2019)

Massachusetts
(5/13/2019)

Michigan
(5/13/2019)

Minnesota
(5/13/2019)

Mississippi
(5/13/2019)

Missouri
(5/13/2019)

Montana
(5/13/2019)

Nebraska
(5/13/2019)

Nevada
(5/13/2019)

New Hampshire
(5/13/2019)

New Jersey
(5/13/2019)

New Mexico
(5/13/2019)

New York
(5/13/2019)

North Carolina
(5/13/2019)

North Dakota
(5/13/2019)

Ohio
(5/13/2019)

Oklahoma
(5/13/2019)

Oregon
(5/13/2019)

Pennsylvania
(5/13/2019)

Puerto Rico
(5/13/2019)

Rhode Island
(5/13/2019)

South Carolina
(5/13/2019)

South Dakota
(5/13/2019)

Tennessee
(5/13/2019)

Texas
(5/13/2019)

Utah
(5/13/2019)

Vermont
(5/13/2019)

Virginia
(5/13/2019)

Washington
(5/13/2019)

West Virginia
(5/13/2019)

Wisconsin
(5/13/2019)

Wyoming
(5/13/2019)

Exams

State Security Law Exam

Series 63

Date: 2/28/1992

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: 1/2/1992

General Securities Representative Examination

Principal/Supervisory Exam

Series 53

Date: 1/14/2015

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 12/27/2007

General Securities Principal Examination

Principal/Supervisory Exam

Series 9

Date: 11/26/2005

General Securities Sales Supervisor - Options Module Examination

SRO Registrations

FINRA

Current Firm

FS INVESTMENT SOLUTIONS, LLC

FS INVESTMENT SOLUTIONS, LLC | FS2 CAPITAL PARTNERS, LLC

CRD#: 145244 / SEC#: , 8-67718

Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

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Contact information

Main Address

201 Rouse Boulevard, Philadelphia, PA 19112

Mailing Address

201 Rouse Boulevard, Philadelphia, PA 19112

Phone number

(215) 495-1150

Established

Delaware since 07/17/2007

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (52 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
FRANKLIN SQUARE HOLDINGS, LP	SOLE MEMBER OF FS INVESTMENT SOLUTIONS, LLC
DETWILER, ELIZABETH CAMILLA	GENERAL COUNSEL, PRINICIPAL OPERATIONS OFFICER	4361137
GAGLIOTI, ENRICO SALVATORE	PRESIDENT	2649966
PAGNOTTA, CHRISTOPHER VINCENT	CHIEF COMPLIANCE OFFICER	4418522
SCARPATI, GERARD	FINOP/CFO, PFO	2313132

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.

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Firm Stability Insights

William L. Presutti

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view William Louis Presutti's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDELITY DISTRIBUTORS COMPANY LLC

FIDELITY DISTRIBUTORS COMPANY LLC

DELAWARE DISTRIBUTORS, L.P.

TRANSAMERICA CAPITAL, LLC

AMG DISTRIBUTORS, INC.

UBS FINANCIAL SERVICES INC.

ONECAPITAL SECURITIES, LLC

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

HORNOR, TOWNSEND & KENT, LLC

LEHMAN BROTHERS INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 2/28/1992

SIE

Date: 10/1/2018

Series 7

Date: 1/2/1992

Series 53

Date: 1/14/2015

Series 24

Date: 12/27/2007

Series 9

Date: 11/26/2005

FINRA

Current Firm

FS INVESTMENT SOLUTIONS, LLC

Contact information

FINRA licenses (52 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

FS INVESTMENT SOLUTIONS, LLC

TRUST BUT VERIFY

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