William J. Messner

BILL MESSNER CONTRARIAN INVESTMENT ADVISORY

New Castle, PA 16105

Some features on this profile are disabled

CRD#: 2597597

Professional summary

William James Messner, who also goes by Bill Messner, is a registered financial advisor currently at BILL MESSNER CONTRARIAN INVESTMENT ADVISORY, LLC located in New Castle, Pennsylvania.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. William has worked at 8 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bill Messner

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.

Short-term emergency teaching substitute, K-12, in Pennsylvania, since October 2017 Long-term teaching substitute, PK-12, in Ohio, since January 2018. Substitute teaching is self-determined, as needed by school district, hours weekly, 0-37.5. Tranquil Sanctuary Services,LLC - Owner. High-end professional services to include tutoring, 5 hours per week, since July 2019.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William James Messner's 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

July 30, 2019 - Present

BILL MESSNER CONTRARIAN INVESTMENT ADVISORY, LLC

Office #1: 3009 Wilmington Road, Suite C-1a, New Castle, PA 16105

RIA

CRD#: 301701

New Castle, PA

Past

July 10, 2009 - December 31, 2019

KEYSTONE INVESTMENT ADVISORS, LLC

RIA

CRD#: 150622

WEXFORD, PA

Past

October 17, 2008 - June 5, 2009

NETWORTH INVESTMENT ADVISORS, INC.

RIA

CRD#: 108167

CANONSBURG, PA

Past

December 16, 2003 - December 31, 2008

COMMUNITY CAPITAL GROUP, LLC.

RIA

CRD#: 128684

NEW CASTLE, PA

Past

June 23, 2003 - December 31, 2003

PREFERRED ADVISORY GROUP

RIA

CRD#: 120136

PITTSBURGH, PA

Past

May 13, 2002 - December 31, 2002

PREFERRED ADVISORY GROUP

RIA

CRD#: 120136

PITTSBURGH, PA

Past

December 21, 2000 - May 17, 2002

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

WALTHAM, MA

Past

March 22, 2000 - October 16, 2000

PFIC SECURITIES CORPORATION

CRD#: 34941

FRANKLIN, TN

Past

March 17, 1995 - March 22, 2000

FIRST MONTAUK SECURITIES CORP.

CRD#: 13755

RED BANK, NJ

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
(7/30/2019)

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: 12/16/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/22/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/16/1995

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/21/1995

General Securities Principal Examination

Current Firm

BILL MESSNER CONTRARIAN INVESTMENT ADVISORY, LLC

CRD#: 301701 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (7/30/2019 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

3009 Wilmington Road, Suite C-1a, New Castle, PA 16105

Mailing Address

Phone number

(724) 944-8227

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	37
AUM (Assets Under Management)	$ 2,578,987

Exempt reporting advisers

Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.

SEC / JURISDICTION	REPORTING STATUS	EFFECTIVE DATE
Pennsylvania	ERA - Withdrawn	5/24/2019

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.

Similar Advisors

Alexander Paslay

KESTRA ADVISORY SERVICES, LLC

IAR

Woodstock, GA

Ronald Smith

H.S. FINANCIAL, INC.

IAR

LA JOLLA, CA

Cecilio Miranda

KEY INVESTMENT SERVICES LLC

Amsterdam, NY

We're Here To Help

Advisor Monitoring

Firm Stability Insights

William J. Messner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William James Messner's CRS (Customer Relationship Summary).

Certified licenses

Experience

KEYSTONE INVESTMENT ADVISORS, LLC

NETWORTH INVESTMENT ADVISORS, INC.

COMMUNITY CAPITAL GROUP, LLC.

PREFERRED ADVISORY GROUP

PREFERRED ADVISORY GROUP

COMMONWEALTH FINANCIAL NETWORK

PFIC SECURITIES CORPORATION

FIRST MONTAUK SECURITIES CORP.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/16/1999

Series 63

Date: 3/22/1995

Series 7

Date: 3/16/1995

Series 24

Date: 12/21/1995

Current Firm

BILL MESSNER CONTRARIAN INVESTMENT ADVISORY, LLC

Contact information

Documents

Regulatory assets under management

Exempt reporting advisers

Red Flags

Company Information

BILL MESSNER CONTRARIAN INVESTMENT ADVISORY, LLC

TRUST BUT VERIFY

Similar Advisors