William E. Abbott
Professional summary
William Edward Abbott, CIMA®, who also goes by Will Abbott, William Abbott, is a registered financial professional currently at DISTRIBUTION SERVICES, LLC located in Portland, Maine.
William is registered as a RR (Registered Representative) and started their career in finance in 1996. William has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view William Edward Abbott's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 27, 2025 - Present
DISTRIBUTION SERVICES, LLC
Office #1: 190 Middle Street Suite 301, Portland, ME 04101January 17, 2023 - August 29, 2023
COLORADO FINANCIAL SERVICE CORPORATION
October 31, 2018 - February 23, 2021
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC
December 16, 2014 - October 25, 2018
FORESIDE FUND SERVICES, LLC
June 13, 2006 - December 31, 2014
ALPS DISTRIBUTORS, INC.
September 29, 2004 - February 24, 2006
CHARLES SCHWAB & CO., INC.
October 31, 2003 - February 17, 2004
USF SECURITIES, L.P.
May 10, 2000 - January 8, 2002
TCADVISORS NETWORK INC.
December 10, 1999 - May 4, 2000
STERLING FINANCIAL INVESTMENT GROUP, INC.
October 23, 1997 - November 19, 1999
SUNPOINT SECURITIES, INC.
June 27, 1996 - October 23, 1997
WORKMAN SECURITIES CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/27/2025)
(8/27/2025)
(8/27/2025)
Exams
FINRA
Current Firm
DISTRIBUTION SERVICES, LLC
CRD#: 25938 / SEC#: , 8-42106
Contact information
FINRA licenses (53 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FORESIDE DISTRIBUTORS, LLC | SOLE MEMBER | |
| COWAN, TERESA MARIA KAZMIERSKI | PRES/MANAGER/DIRECTOR | 1544189 |
| EDELMAN, GABRIEL | SECRETARY | 6654419 |
| LA FOND, SUSAN LORENE | TREASURER | 4512785 |
| LANZA, CHRISTOPHER CONTE | VICE PRESIDENT | 2184856 |
| MACCHIA, KATE SCHENDEL | VICE PRESIDENT | 4863973 |
| SOMMERS, WESTON | CFO/FINOP | 5290145 |
| TAYLOR, GORDON BURDETTE | VP, CHIEF COMPLIANCE OFFICER | 2990648 |
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
DISTRIBUTION SERVICES, LLC
CRD#: 25938Portland, ME 04101TRUST BUT VERIFY
Monitor William Abbott
Get automatic monthly alerts on:
