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William R. Pirolli

BENTLEY WEALTH ADVISORS
PHOENIX, AZ
Some features on this profile are disabled
CRD#: 4570381
WP

Professional summary

William Robert Pirolli is a registered financial advisor currently at BENTLEY WEALTH ADVISORS, LLC located in Phoenix, Arizona.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. William has worked at 3 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
DP REALTY, LLC, REAL ESTATE HOLDING, 117 METRO CENTER BLVD, WARWICK, RI, 02886, 01/2008, 0 HOURS DEVOTED MONETA INVESTORS, LLC, INCOME PASS THROUGH ENTITY, 117 METRO CENTER BLVD, WARWICK, RI, 02886, 01/2011, 0 HOURS DEVOTED MR. PIROLLI IS THE TRUSTEE FOR THE FOLLOWING TRUSTS AND DEVOTES SEVERAL HOURS EACH MONTH TO THE REQUIRED DUTIES: VAN RENSSELAER IRREVOCABLE FAMILY TRUST AS OF 11/2004; FINANCIAL GUARDIAN FOR STEPHEN VAN RENSSELAER AS OF 11/2003 SUCCESSION INSTITUTE, LLC; NON INVESTMENT-RELATED; 28631 N 66TH AVE., PHOENIX, AZ 85083; EXECUTIVE VICE PRESIDENT OF FIRM SERVICES; SINCE 7/1/23 (INDEPENDENT CONTRACTOR SINCE 1/1/25); 20 HRS/MONTH; PROVIDE MANAGEMENT ADVISORY SERVICES TO CPA FIRMS/PRIVATE BUSINESSES IN THE AREA OF STRATEGIC PLANNING, SUCCESSION PLANNING, LEADERSHIP, AND GOVERNANCE.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Robert Pirolli'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 16, 2019 - Present

BENTLEY WEALTH ADVISORS, LLC

RIA
CRD#: 293311
PHOENIX, AZ
Past

June 29, 2018 - December 31, 2018

BENTLEY WEALTH ADVISORS, LLC

RIA
CRD#: 293311
WARWICK, RI
Past

February 20, 2008 - January 4, 2011

BENTLEY WEALTH ADVISORS, LLC

RIA
CRD#: 126007
WARWICK, RI
Past

April 10, 2000 - May 3, 2012

CREATIVE RESOURCES INVESTMENT ADVISORS LLC

RIA
CRD#: 110484
WARWICK, RI

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
Rhode Island
(1/16/2019)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/6/1999
Uniform Investment Adviser Law Examination

Current Firm

BW
BENTLEY WEALTH ADVISORS, LLC
BENTLEY WEALTH ADVISORS, LLC

CRD#: 293311 / SEC#:

Rhode Island
Registered Investment Advisory firm - (12/31/2018 Approved)
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Contact information

Main Address
117 Metro Center Boulevard Suite 3000, Warwick, RI 02886
Mailing Address
Phone number
(401) 921-2000
Established
Firm type
Fiscal year end
# of Employees
14

Documents

Latest Form ADV

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

BENTLEY WEALTH ADVISORS, LLC

CRD#: 293311Phoenix, AZ

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