William A. Boselli

STRATEGIC WEALTH PARTNERS

West Palm Beach, FL

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CRD#: 2714563

Professional summary

William Albert Boselli, who also goes by William A Boselli, is a registered financial advisor currently at STRATEGIC WEALTH PARTNERS INC. located in West Palm Beach, Florida.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. William has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

William A Boselli

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 Albert Boselli'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

July 14, 2022 - Present

STRATEGIC WEALTH PARTNERS INC.

RIA

CRD#: 158483

West Palm Beach, FL

Past

September 15, 2021 - April 4, 2022

STRATEGIC WEALTH PARTNERS INC.

RIA

CRD#: 158483

West Palm Beach, FL

Past

April 26, 2011 - October 19, 2011

SAGE, RUTTY & CO., INC.

RIA

CRD#: 3254

ROCHESTER, NY

Past

October 10, 2008 - October 19, 2011

SAGE, RUTTY & CO., INC.

CRD#: 3254

ROCHESTER, NY

Past

March 12, 2001 - October 21, 2008

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

ROCHESTER, NY

Past

June 3, 1996 - March 16, 2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

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

Florida
(7/14/2022)

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: 8/13/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/18/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/8/1996

General Securities Representative Examination

Current Firm

STRATEGIC WEALTH PARTNERS INC.

STRATEGIC WEALTH PARTNERS INC. | STRATEGIC WEALTH PARTNERS, INC.

CRD#: 158483 / SEC#: 801-72682

RIA

Registered Investment Advisory firm - (4/4/2022 Terminated)

Florida

Registered Investment Advisory firm - (7/14/2022 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

West Palm Beach, FL

Mailing Address

Phone number

(585) 738-9930

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	89
AUM (Assets Under Management)	$ 33,000,000

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 A. Boselli

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Albert Boselli's CRS (Customer Relationship Summary).

Certified licenses

Experience

STRATEGIC WEALTH PARTNERS INC.

STRATEGIC WEALTH PARTNERS INC.

SAGE, RUTTY & CO., INC.

SAGE, RUTTY & CO., INC.

CITIGROUP GLOBAL MARKETS INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 65

Date: 8/13/2021

Series 63

Date: 4/18/1996

Series 7

Date: 4/8/1996

Current Firm

STRATEGIC WEALTH PARTNERS INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

STRATEGIC WEALTH PARTNERS INC.

TRUST BUT VERIFY

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