William D. Berger

OAKMONT WEALTH ADVISORY

COLUMBIA, MD 21045

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CRD#: 2258317

Professional summary

William David Berger is a registered financial advisor currently at OAKMONT WEALTH ADVISORY, LLC located in Columbia, Maryland.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. William has worked at 3 firms and has passed the Series 65 exam.

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.

Owner of White Oak Wealth Management, LLC; Non-Investment Related; Columbia, MD; entity with partial ownership of Oakmont Wealth Advisory, LLC; entity formed 04/23/2016; 0 Hours Per Month/ 0 Hours During Trading Hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William David Berger'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®

None

Experience

Current

January 3, 2019 - Present

OAKMONT WEALTH ADVISORY, LLC

Office #1: 8840 Stanford Boulevard, Suite 4000, Columbia, MD 21045

RIA

CRD#: 299021

COLUMBIA, MD

Past

May 26, 2016 - January 4, 2019

HAYDEN ROYAL

RIA

CRD#: 170037

Columbia, MD

Past

February 8, 2013 - June 13, 2016

BIEGEL WALLER INVESTMENT ADVISORY SERVICES

RIA

CRD#: 109597

COLUMBIA, MD

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".

OAKMONT WEALTH ADVISORY, LLC

OAKMONT WEALTH ADVISORY, LLC | WHITE OAK WEALTH MANAGEMENT | PIEDMONT WEALTH ADVISORY

CRD#: 299021 / SEC#: 801-114266

RIA

Registered Investment Advisory firm - (11/8/2018 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

Maryland
(1/3/2019)

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: 2/7/2013

Uniform Investment Adviser Law Examination

Current Firm

OAKMONT WEALTH ADVISORY, LLC

OAKMONT WEALTH ADVISORY, LLC | WHITE OAK WEALTH MANAGEMENT | PIEDMONT WEALTH ADVISORY

CRD#: 299021 / SEC#: 801-114266

RIA

Registered Investment Advisory firm - (11/8/2018 Approved)

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Contact information

Main Address

8840 Stanford Boulevard Suite 4000, Columbia, MD 21045

Mailing Address

Phone number

(443) 741-9101

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

OAKMONT WEALTH ADVISORY, LLC BROCHURE (1/29/2025)

Regulatory assets under management

Total Number of Accounts	246
AUM (Assets Under Management)	$ 94,124,202

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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William D. Berger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William David Berger's CRS (Customer Relationship Summary).

Certified licenses

Experience

OAKMONT WEALTH ADVISORY, LLC

HAYDEN ROYAL

BIEGEL WALLER INVESTMENT ADVISORY SERVICES

Primary Firm SEC Registration

OAKMONT WEALTH ADVISORY, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/7/2013

Current Firm

OAKMONT WEALTH ADVISORY, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

OAKMONT WEALTH ADVISORY, LLC

TRUST BUT VERIFY

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