William E. Blanton
Professional summary
William Eric Blanton, who also goes by Bill Blanton, Billy Blanton, is a registered financial advisor currently at COMPOSITION WEALTH, LLC located in Newport Beach, California.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. William has worked at 7 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William Eric Blanton's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 23, 2022 - Present
COMPOSITION WEALTH, LLC
Office #1: 660 Newport Center Drive Suite 550, Newport Beach, CA 92660January 13, 2014 - September 30, 2022
VINTAGE WEST CAPITAL MANAGEMENT
March 9, 2012 - February 20, 2014
KESTRA PRIVATE WEALTH SERVICES, LLC
March 9, 2012 - September 28, 2012
SPIRE SECURITIES, LLC
June 1, 2009 - March 26, 2012
MORGAN STANLEY
June 1, 2009 - March 26, 2012
MORGAN STANLEY
April 27, 2007 - June 1, 2009
MORGAN STANLEY & CO. LLC
April 27, 2007 - June 1, 2009
MORGAN STANLEY & CO. LLC
October 6, 1999 - April 30, 2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
May 11, 1999 - April 30, 2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
COMPOSITION WEALTH, LLC
CRD#: 143483 / SEC#: 801-74711
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/23/2022)
(3/25/2022)
Exams
Current Firm
COMPOSITION WEALTH, LLC
CRD#: 143483 / SEC#: 801-74711
Contact information
SEC notice filing (39 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 8,671 |
| AUM (Assets Under Management) | $ 6,714,187,844 |
Red Flags
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