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WP

William F. Pedersen

MERISTEAD WEALTH
Petaluma, CA
Some features on this profile are disabled
CRD#: 2586686
WP
William Frederick PedersenMERISTEAD WEALTH

Professional summary

William Frederick Pedersen, who also goes by William Frederick Pederson, is a registered financial advisor currently at MERISTEAD WEALTH, LLC located in Petaluma, California.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. William has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 3, Series 52 and Series 24 exams.

At a Glance

Always Fiduciary

Aliases

William Frederick Pederson

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) - RIA

Click below to view William Frederick Pedersen'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

March 17, 2023 - Present

MERISTEAD WEALTH, LLC

RIA
CRD#: 282103
Petaluma, CA
Past

August 28, 2014 - September 14, 2016

PAULSON INVESTMENT COMPANY LLC

BD
CRD#: 5670
NOVATO, CA
Past

May 2, 2012 - August 8, 2014

OSBORNE PARTNERS

RIA
CRD#: 108100
SAN FRANCISCO, CA
Past

July 27, 2009 - March 6, 2012

ADVANCED EQUITIES, INC.

BD
CRD#: 35545
SAN FRANCISCO, CA
Past

July 17, 2009 - March 6, 2012

ADVANCED EQUITIES, INC.

RIA
CRD#: 35545
SAN FRANCISCO, CA
Past

October 21, 2002 - July 17, 2009

FISHER INVESTMENTS

RIA
CRD#: 107342
PETALUMA, CA
Past

April 19, 1999 - December 11, 2002

BANCWEST INVESTMENT SERVICES, INC.

BD
CRD#: 29357
OMAHA, NE
Past

December 16, 1997 - April 6, 1999

WELLS FARGO SECURITIES INC.

BD
CRD#: 17438
SAN FRANCISCO, CA
Past

May 2, 1997 - January 7, 1998

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

February 23, 1995 - April 3, 1997

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
DETROIT, MI

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".
MW
MERISTEAD WEALTH, LLC
MERISTEAD ALTERNATIVES | STANSBERRY ASSET MANAGEMENT, LLC | STANSBERRY ASSET MANAGEMENT LLC | MERISTEAD WEALTH, LLC

CRD#: 282103 / SEC#: 801-107061

RIA
Registered Investment Advisory firm - (1/4/2016 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
California
(3/17/2023)
IAR
Texas
(1/2/2025)

Exams

What does exam status mean?
State Security Law Exam
IAR
Series 65
Status Unavailable
Passed: 3/17/2023
Uniform Investment Adviser Law Examination
State Security Law Exam
PR
Series 63
Status Unavailable
Passed: 8/21/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
PR
SIE
Status Unavailable
Passed: 9/14/2016
Securities Industry Essentials Examination
General Industry/Product Exam
PR
Series 7
Status Unavailable
Passed: 4/30/2015
General Securities Representative Examination
General Industry/Product Exam
PR
Series 3
Status Unavailable
Passed: 9/8/2009
National Commodity Futures Examination
General Industry/Product Exam
PR
Series 52
Status Unavailable
Passed: 2/22/1995
Municipal Securities Representative Examination
Principal/Supervisory Exam
PR
Series 24
Status Unavailable
Passed: 9/19/2014
General Securities Principal Examination

Current Firm

MW
MERISTEAD WEALTH, LLC
MERISTEAD ALTERNATIVES | STANSBERRY ASSET MANAGEMENT, LLC | STANSBERRY ASSET MANAGEMENT LLC | MERISTEAD WEALTH, LLC

CRD#: 282103 / SEC#: 801-107061

RIA
Registered Investment Advisory firm - (1/4/2016 Approved)
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Contact information

Main Address
1600 Solana Boulevard Building 8 Suite 8100, Westlake, TX 76262
Mailing Address
Phone number
(646) 854-4370
Established
Firm type
Fiscal year end
# of Employees
34

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MERISTEAD 092026 (9/9/2026)

Regulatory assets under management

Total Number of Accounts3,714
AUM (Assets Under Management)$ 1,291,272,483

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.

Company Information

MERISTEAD WEALTH, LLC

CRD#: 282103Petaluma, CA

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