William S. Balentine

BLACKROCK FUND ADVISORS

San Francisco, CA 94105

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CRD#: 4058800

Professional summary

William Scott Balentine, who also goes by Scott Balentine, is a registered financial advisor currently at BLACKROCK FUND ADVISORS located in San Francisco, California and BLACKROCK INVESTMENTS, LLC located in New York, New York.

William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. William has worked at 8 firms and has passed the Series 66, Series 52TO, SIE, Series 3, Series 7, Series 53, Series 4, Series 10, Series 9 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Scott Balentine

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.

(1) Condo Rental; No title. I am not employed by Airbnb/VRBO; Non-investment related; Airbnb and VRBO are online marketplaces that connect people who want to rent out their homes with people who are looking for accommodations; I do not conduct any activity for or on behalf of Airbnb/VRBO. The platforms are compensated via a fee based on a percentage of any rental income I receive through a booking made on the respective platforms. I spent a few hours setting up the rental information on the sites. Ongoing time spent is de minimis. A property manager privately engaged by my husband handles the property/housekeeping/checking guests in/out. Start Date: 2/18/2020.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Scott Balentine'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

January 13, 2010 - Present

BLACKROCK FUND ADVISORS

Office #1: 400 Howard Street, San Francisco, CA 94105

RIA

CRD#: 105247

San Francisco, CA

Current

January 3, 2012 - Present

BLACKROCK INVESTMENTS, LLC

Office #1: 50 Hudson Yards, New York, NY 10001

CRD#: 38642

New York, NY

Past

December 10, 2008 - December 31, 2011

BLACKROCK FUND DISTRIBUTION COMPANY

CRD#: 146183

SAN FRANCISCO, CA

Past

July 26, 2001 - December 31, 2009

BLACKROCK EXECUTION SERVICES

CRD#: 39438

SAN FRANCISCO, CA

Past

March 27, 2001 - May 14, 2001

WELLS FARGO SECURITIES, LLC

CRD#: 7665

SAN FRANCISCO, CA

Past

December 13, 2000 - May 14, 2001

WELLS FARGO INVESTMENTS, LLC

CRD#: 10582

SAN FRANCISCO, CA

Past

May 15, 2000 - December 13, 2000

WELLS FARGO BROKERAGE SERVICES, L.L.C.

CRD#: 16100

MINNEAPOLIS, MN

Past

January 24, 2000 - May 2, 2001

WELLS FARGO SECURITIES INC.

CRD#: 17438

SAN FRANCISCO, 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".

BLACKROCK FUND ADVISORS

BARCLAYS GLOBAL FUND ADVISORS | BLACKROCK FUND ADVISORS

CRD#: 105247 / SEC#: 801-22609

RIA

Registered Investment Advisory firm - (11/15/1984 Approved)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

California
(1/13/2010)

California
(1/3/2012)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/28/2000

Uniform Combined State Law Examination

General Industry/Product Exam

Series 52TO

Date: 9/25/2025

Municipal Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 4/21/2003

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 1/21/2000

General Securities Representative Examination

Principal/Supervisory Exam

Series 53

Date: 10/23/2007

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 4

Date: 10/31/2001

Registered Options Principal Examination

Principal/Supervisory Exam

Series 10

Date: 8/2/2000

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 7/27/2000

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 24

Date: 4/14/2000

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

BLACKROCK FUND ADVISORS

BARCLAYS GLOBAL FUND ADVISORS | BLACKROCK FUND ADVISORS

CRD#: 105247 / SEC#: 801-22609

RIA

Registered Investment Advisory firm - (11/15/1984 Approved)

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Contact information

Main Address

400 Howard Street, San Francisco, CA 94105

Mailing Address

Phone number

(415) 670-2000

Established

Firm type

Fiscal year end

# of Employees

126

SEC notice filing (53 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

BLACKROCK FUND ADVISORS - BROCHURE (10/1/2025)

Regulatory assets under management

Total Number of Accounts	541
AUM (Assets Under Management)	$ 3,535,403,132,528

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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Advisor Monitoring

Firm Stability Insights

William S. Balentine

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Scott Balentine's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLACKROCK INVESTMENTS, LLC

BLACKROCK FUND DISTRIBUTION COMPANY

BLACKROCK EXECUTION SERVICES

WELLS FARGO SECURITIES, LLC

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO BROKERAGE SERVICES, L.L.C.

WELLS FARGO SECURITIES INC.

Primary Firm SEC Registration

BLACKROCK FUND ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 3/28/2000

Series 52TO

Date: 9/25/2025

SIE

Date: 10/1/2018

Series 3

Date: 4/21/2003

Series 7

Date: 1/21/2000

Series 53

Date: 10/23/2007

Series 4

Date: 10/31/2001

Series 10

Date: 8/2/2000

Series 9

Date: 7/27/2000

Series 24

Date: 4/14/2000

FINRA

Current Firm

BLACKROCK FUND ADVISORS

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BLACKROCK FUND ADVISORS

TRUST BUT VERIFY

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