William P. Skuse
Professional summary
William Patrick Skuse, ChFC®, CLU® is a registered financial advisor currently at THE 401(K) EXPERT located in Pittsford, New York.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. William has worked at 5 firms and has passed the Series 63 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William Patrick Skuse's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 10, 2021 - Present
THE 401(K) EXPERT
May 6, 2013 - February 28, 2014
ALLSTATE FINANCIAL SERVICES, LLC
November 1, 2006 - April 16, 2013
CADARET, GRANT & CO., INC.
January 3, 2005 - November 3, 2006
TOWER SQUARE SECURITIES, INC.
January 22, 2002 - December 31, 2004
TOWER SQUARE SECURITIES, INC.
June 30, 2000 - December 31, 2001
TOWER SQUARE SECURITIES, INC.
March 2, 1993 - July 18, 2000
MONY SECURITIES CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/10/2021)
Exams
Current Firm
THE 401(K) EXPERT
CRD#: 289580 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 21,406,713 |
Red Flags
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