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WB

William E. Blanton

COMPOSITION WEALTH
Newport Beach, CA 92660
Some features on this profile are disabled
CRD#: 3103496
WB

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


Are you a "fiduciary"?
Yes

Aliases


Bill Blanton | Billy Blanton

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 Eric Blanton'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 23, 2022 - Present

COMPOSITION WEALTH, LLC

Office #1: 660 Newport Center Drive Suite 550, Newport Beach, CA 92660
RIA
CRD#: 143483
Newport Beach, CA
Past

January 13, 2014 - September 30, 2022

VINTAGE WEST CAPITAL MANAGEMENT

RIA
CRD#: 170186
SAN DIEGO, CA
Past

March 9, 2012 - February 20, 2014

KESTRA PRIVATE WEALTH SERVICES, LLC

RIA
CRD#: 155193
SAN DIEGO, CA
Past

March 9, 2012 - September 28, 2012

SPIRE SECURITIES, LLC

BD
CRD#: 144131
SAN DIEGO, CA
Past

June 1, 2009 - March 26, 2012

MORGAN STANLEY

RIA
CRD#: 149777
RANCHO SANTE FE, CA
Past

June 1, 2009 - March 26, 2012

MORGAN STANLEY

BD
CRD#: 149777
RANCHO SANTE FE, CA
Past

April 27, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
RANCHO SANTE FE, CA
Past

April 27, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
RANCHO SANTE FE, CA
Past

October 6, 1999 - April 30, 2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
LA JOLLA, CA
Past

May 11, 1999 - April 30, 2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
LA JOLLA, CA

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".
CW
COMPOSITION WEALTH, LLC
COMPOSITION WEALTH, LLC | MIRACLE MILE ADVISORS, LLC | MIRACLE MILE ADVISORS, INC.

CRD#: 143483 / SEC#: 801-74711

RIA
Registered Investment Advisory firm - (3/22/2012 Approved)
California
Registered Investment Advisory firm - (4/11/2012 Terminated)

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
(3/23/2022)
IAR
Texas
(3/25/2022)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 9/17/1999
Uniform Combined State Law Examination
General Industry/Product Exam

Current Firm


CW
COMPOSITION WEALTH, LLC
COMPOSITION WEALTH, LLC | MIRACLE MILE ADVISORS, LLC | MIRACLE MILE ADVISORS, INC.

CRD#: 143483 / SEC#: 801-74711

RIA
Registered Investment Advisory firm - (3/22/2012 Approved)
California
Registered Investment Advisory firm - (4/11/2012 Terminated)
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Contact information


Main Address
11300 West Olympic Blvd Suite 800, Los Angeles, CA 90064
Mailing Address
Phone number
(310) 246-1243
Established
Firm type
Fiscal year end
# of Employees
94

SEC notice filing (39 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

APPENDIX 1 - WRAP FEE PROGRAM BROCHURE (10/27/2025)

Regulatory assets under management


Total Number of Accounts8,671
AUM (Assets Under Management)$ 6,714,187,844

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


COMPOSITION WEALTH, LLC

CRD#: 143483Newport Beach, CA 92660

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