WV
William B. Verrill
AVISO WEALTH MANAGEMENT
Seattle, WA 98101
Some features on this profile are disabled
CRD#: 4663870
WV
Professional summary
William Basil Verrill, AIF® is a registered financial advisor currently at AVISO WEALTH MANAGEMENT located in Seattle, Washington and OSAIC WEALTH, INC. located in Doylestown, Pennsylvania.
William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. William has worked at 10 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
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.
1. AVISO WEALTH MANAGEMENT, LLC POSITION: Vice President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 4/13/13 ADDRESS: 252 W Swamp Rd, Unit 28, Doylestown PA 18901 DESCRIPT: Financial planning and investment advisory services. 2. AVISO FINANCIAL CENTER POSITION: Employee NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/02/2015 ADDRESS: 227 Point Township Drive, Northumberland PA 17857, United States DESCRIPTION: Financial Advisor 3. AVISO TAX SERVICES, LLC POSITION: Registered Rep NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 05/01/2021 ADDRESS: 227 Point Township Drive, Northumberland PA 17857, United States DESCRIPTION: Non-accounting/or tax preparation service. 4. INSURANCE AGENT POSITION: Financial Advisor NATURE: Insurance Agent INVESTMENT RELATED: Yes # OF HRS: 20 SECURITIES TRADING HRS: 20 START DATE: 8/24/16 ADDRESS: 252 W. Swamp Rd, 28, Doylestown PA 18901 DESCRIPT: Fixed insurance business. 5. RENTAL PROPERTY, SOLE PROPRIETOR POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes # OF HRS: 1 SECURITIES TRADING HRS: 0 START DATE: 4/1/17 ADDRESS: 9 Cascade Rd, A4, Old Orchard Beach ME 04063 DESCRIPT: Owner of single tenant rental property. 6. AVISO 227 HOLDINGS, LLC POSITION: Member/Partner NATURE: LLC INVESTMENT RELATED: Yes # OF HRS: 0 SECURITIES TRADING HRS: 0 START DATE: 11/03/23 ADDRESS: 5987 Shetland Drive, Doylestown PA 18902 DESCRIPT: Real estate holding company. Member. 7. LEADING EDGE AVIATION, INC. POSITION: Shareholder/Officer NATURE: Corporation INVESTMENT RELATED: No # OF HRS: 1 SECURITIES TRADING HRS: 0 START DATE: 1/1/21 ADDRESS: 3879 Old Easton Toad, Doylestown PA 18902 DESCRIPT: Holding company for airplane leasing business. 8. KDYL CIRRUS 1 LLC POSITION: Member NATURE: LLC INVESTMENT RELATED: No # OF HRS: 0 SECURITIES TRADING HRS: 0 START DATE: 5/21021 ADDRESS: 5987 Shetland Drive, Doylestown PA 18902 DESCRIPT: Member/shareholder 9. AVIAPA, LLC POSITION: Part Owner/Member NATURE: LLC INVESTMENT RELATED: No # OF HRS: 1 SECURITIES TRADING HRS: 0 START DATE: 8/20/23 ADDRESS: 3879 Old Easton Road, Doylestown PA 18902 DESCRIPT: Part Owner/Member. Holding company for airport related business. 10. CLEARED DIRECT LEASING, LLC POSITION: Part Owner/Member NATURE: LLC INVESTMENT RELATED: No # OF HRS: 1 SECURITIES TRADING HRS: 0 START DATE: 8/20/23 ADDRESS: 3879 Old Easton Road, Doylestown PA 18902 DESCRIPT: Part-owner/member of LLC holding company for airport leasing business. 11. LEA MAINTENANCE, LLC POSITION: Member/Shareholder NATURE: LLC INVESTMENT RELATED: No # OF HRS: 0 SECURITIES TRADING HRS: 0 START DATE: 8/20/23 ADDRESS: 3879 Old Easton Road, Doylestown PA 18902 DESCRIPT: Member/Shareholder, aircraft maintenance and repair company. 12. PIPER MILANIE 1, LLC POSITION: Member/Partner NATURE: LLC INVESTMENT RELATED: Yes # OF HRS: 0 SECURITIES TRADING HRS: 0 START DATE: 4/19/22 ADDRESS: 5987 Shetland Drive, Doylestown PA 18901 DESCRIPT: Member. Holding company for Real Estate. 13. PIPER LEXI 1, LLC POSITION: Member/Partner NATURE: LLC INVESTMENT RELATED: No # OF HRS: 0 SECURITIES TRADING HRS: 0 START DATE: 9/6/18 ADDRESS: 5987 Shetland Drive, Doylestown PA 18901 DESCRIPT: Member. Holding company for an aircraft. 14. DOYLESTOWN LLC SHORT GAME POSITION: Member NATURE: LLC formed to lend money to Doylestown Country Club for the purchase of real estate. INVESTMENT RELATED: No # OF HRS: 0 SECURITIES TRADING HRS: 0 START DATE: 5/9/24 ADDRESS: 20 Country Club Lane, Doylestown PA 18901 DESCRIPT: No 15. AVIAPA FLIGHT LLC POSITION: Member NATURE: Aviation related. LLC that owns an airplane. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/12/2025 ADDRESS: 3879 Old Easton Road, Doylestown PA 18902, United States DESCRIPTION: Member of the LLC. Minority shareholder. No daily or regular duties.
CRS (Client Relationship Summary) - RIA
Click below to view William Basil Verrill'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®
Experience
Current
January 3, 2017 - Present
AVISO WEALTH MANAGEMENT
Office #1: 600 University St Suite 2300, Seattle, WA 98101Office #2: 1111 Street Rd Suite 204, Southampton, PA 18966Office #3: 146 State St Suite 1, Augusta, ME 04330RIA
CRD#: 108146
Seattle, WA
Current
September 29, 2023 - Present
OSAIC WEALTH, INC.
Office #1: 252 W Swamp Rd Suite 28, Doylestown, PA 18901Office #2: 11900 Ne 1st St Suite 300, Bellevue, WA 98005Office #3: 146 State Street Suite 1, Augusta, ME 04330Office #4: 227 Point Township Drive, Northumberland, PA 17857RIA
BD
CRD#: 23131
Doylestown, PA
Past
September 8, 2022 - October 5, 2023
CETERA ADVISORS LLC
BD
CRD#: 10299
BELLEVUE, WA
Past
November 12, 2020 - October 5, 2023
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
AUGUSTA, ME
Past
January 3, 2017 - December 31, 2016
AVISO WEALTH MANAGEMENT
RIA
CRD#: 108146
BELLEVUE, WA
Past
January 28, 2013 - November 12, 2020
FIRST ALLIED ADVISORY SERVICES, INC.
RIA
CRD#: 137888
SOUTHAMPTON, PA
Past
September 20, 2011 - September 8, 2022
FIRST ALLIED SECURITIES, INC.
BD
CRD#: 32444
SEATTLE, WA
Past
March 30, 2010 - September 1, 2011
JHS CAPITAL ADVISORS, LLC
BD
CRD#: 112097
SEATTLE, WA
Past
January 4, 2010 - March 31, 2010
GUNNALLEN FINANCIAL, INC
RIA
CRD#: 17609
PORTLAND, ME
Past
June 21, 2007 - December 31, 2016
AVISO WEALTH MANAGEMENT
RIA
CRD#: 108146
SEATTLE, WA
Past
June 15, 2007 - June 21, 2007
GUNNALLEN FINANCIAL, INC
RIA
CRD#: 17609
PORTLAND, ME
Past
June 15, 2007 - March 31, 2010
GUNNALLEN FINANCIAL, INC
BD
CRD#: 17609
PORTLAND, ME
Past
November 17, 2006 - June 18, 2007
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RIA
CRD#: 11025
PORTLAND, ME
Past
November 8, 2005 - June 18, 2007
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BD
CRD#: 11025
PORTLAND, ME
Past
September 9, 2004 - September 21, 2005
NRP FINANCIAL, INC.
BD
CRD#: 103717
BRYAN, OH
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".
AW
AVISO WEALTH MANAGEMENT
AVISO WEALTH MANAGEMENT | POTOMAC INVESTMENTS, INC. | MARCIA JOSLYN SILL, INC. | M.J. INVESTMENT ADVISORS | M.J. INVESTMENT ADVISERS | M. J. INVESTMENT ADVISERS
CRD#: 108146 / SEC#: 801-56358
RIA
Registered Investment Advisory firm - (3/22/1999 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.RR
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
RR
Arizona(1/24/2024)
RR
California(9/29/2023)
RR
Colorado(9/29/2023)
RR
Connecticut(2/28/2024)
RR
Delaware(9/29/2023)
RR
Florida(9/29/2023)
RR
Georgia(9/29/2023)
RR
Hawaii(9/29/2023)
RR
Illinois(2/1/2024)
IAR
Maine(1/3/2017)
RR
Maine(9/29/2023)
RR
Maryland(9/29/2023)
RR
Massachusetts(9/29/2023)
RR
Michigan(9/29/2023)
RR
Minnesota(9/29/2023)
RR
Montana(12/18/2023)
RR
Nevada(1/2/2024)
RR
New Hampshire(1/8/2024)
IAR
New Jersey(1/10/2017)
RR
New Jersey(9/29/2023)
RR
New York(9/29/2023)
RR
North Carolina(10/9/2023)
RR
Ohio(1/2/2024)
RR
Oregon(9/29/2023)
IAR
Pennsylvania(1/24/2017)
RR
Pennsylvania(9/29/2023)
RR
South Carolina(9/29/2023)
RR
Tennessee(9/29/2023)
RR
Texas(12/19/2023)
RR
Utah(9/29/2023)
RR
Vermont(9/29/2023)
RR
Virginia(9/29/2023)
IAR
Washington(1/3/2017)
RR
Washington(10/2/2023)
RR
Wyoming(9/29/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
AW
AVISO WEALTH MANAGEMENT
AVISO WEALTH MANAGEMENT | POTOMAC INVESTMENTS, INC. | MARCIA JOSLYN SILL, INC. | M.J. INVESTMENT ADVISORS | M.J. INVESTMENT ADVISERS | M. J. INVESTMENT ADVISERS
CRD#: 108146 / SEC#: 801-56358
RIA
Registered Investment Advisory firm - (3/22/1999 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
11900 Ne 1st St Suite 300, Bellevue, WA 98005
Mailing Address
Phone number
(877) 633-1210
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (24 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,904 |
| AUM (Assets Under Management) | $ 494,946,434 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
