WA
William C. Ansell
TREMONT STREET ADVISORS
GALVESTON, TX 77550
Some features on this profile are disabled
CRD#: 5971596
WA
Professional summary
William Crane Ansell, who also goes by Bill Ansell, is a registered financial advisor currently at TREMONT STREET ADVISORS, LLC located in Galveston, Texas.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. William has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bill Ansell
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)1011 TREMONT OFFICE RENTAL SPACE, GALVESTON, TX 77550, OWNER SINCE 09/01/94, 5 HOURS PER MONTH, NONE DURING TRADING, OFFICE BUILDING RENTED TO HLB IN CONNECTION WITH THE ACCOUNTING PRACTICE. 2) WC AND LW ANSELL MANAGEMENT, LLC, GALVESTON, TX 77550, MEMBER SINCE 03/01/08, 700 HOURS PER YEAR, NONE DURING TRADING, CREATED TO MANAGE AND BE GENERAL PARTNER OF WILLIAM C. AND LIBBIE W. ANSELL LIMITED PARTNERSHIP. 3) WILLIAM C, AND LIBBIE W. ANSELL FAMILY LIMITED PARTNERSHIP, GALVESTON, TX 77550, LIMITED PARTNER SINCE 03/01/08, 700 HOURS PER YEAR, NONE DURING TRADING, CREATED FOR THE PURPOSE OF HOLDING AND OPERATING CERTAIN FAMILY ASSETS. 4) WILLIAM C. ANSELL, CPA, PLLC, GALVESTON, TX 77550, SOLE MEMBER 03/2011, 2 HOURS PER WEEK, NONE DURING TRADING, SINGLE MEMBER LLC (CURRENTLY DORMANT) 5) HAM, LANGSTON & BREZINA LLP; HOUSTON, TX; BEGAN 12/2015; CPA; INVESTMENT RELATED. 6) TREMONT STREET INSURANCE SERVICES, LLC; INSURANCE AGENT; GALVESTON, TX; BEGAN 09/2014; INVESTMENT RELATED. 7) AMERICAN NATIONAL INSURANCE COMPANY; GALVESTON TX; BEGAN 3/2015; BOARD MEMBER; NOT INVESTMENT RELATED; 15 HOURS PER MONTH; NONE DURING TRADING HOURS. 8) Business Name: Abe and Peggy Levy Foundation; Is the Business investment-related? No; Address: 200 Seawolf Park, Galveston, TX 77554; What is the nature of the other business: Not for profit; Position:Board Member; Start date: 03/1993; Approximate time:1 hr per month; Duties: Discuss business items of the NFP per the director. 9) Business Name: Ed and Sally Futch Foundation; Is the Business investment-related? no; Address 451 McCullough Rd, Kerrville, TX 78028; What is the nature of the other business: Not for profit; Position:Board Member; Start date: 12/1991; Approximate time:1 hr per month; Duties: Discuss business items of the NFP per the director. 10) TREMONT STREET FINANCIAL GROUP, LLC; LEAGUE CITY, TX; MEMBER; TRAINING/ADMINSITRATION; 09/2014; APPROX LESS THAN 1% OF TIME.
CRS (Client Relationship Summary) - RIA
Click below to view William Crane Ansell'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®
NoneExperience
Current
December 4, 2014 - Present
TREMONT STREET ADVISORS, LLC
Office #1: 2200 Market Street Suite 400, Galveston, TX 77550Office #2: 2200 Market Street Suite 400, Glaveston, TX 77550RIA
CRD#: 172984
GALVESTON, TX
Past
September 6, 2013 - December 17, 2014
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
GALVESTON, TX
Past
September 6, 2013 - December 17, 2014
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
GALVESTON, TX
Past
February 22, 2012 - August 12, 2013
1ST GLOBAL ADVISORS INC
RIA
CRD#: 111133
GALVESTON, TX
Past
February 1, 2012 - August 12, 2013
1ST GLOBAL CAPITAL CORP.
BD
CRD#: 30349
GALVESTON, TX
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
Texas(12/4/2014)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
TS
TREMONT STREET ADVISORS, LLC
DRDA WEALTH MANAGEMENT, LLC | TREMONT STREET ADVISORS, LLC
CRD#: 172984 / SEC#:
Louisiana
Registered Investment Advisory firm - (4/8/2024 Approved)Texas
Registered Investment Advisory firm - (12/2/2014 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4440 W Main Street, League City, TX 77573
Mailing Address
Phone number
(281) 386-3692
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 87 |
| AUM (Assets Under Management) | $ 68,974,725 |
Red Flags
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