William F. Furey
Professional summary
William Francis Furey, CFP®, who also goes by Will Furey, is a registered financial advisor currently at ALLIANCEBERNSTEIN L.P. located in Philadelphia, Pennsylvania and SANFORD C. BERNSTEIN & CO., LLC located in Philadelphia, Pennsylvania.
William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. William has worked at 3 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William Francis Furey's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2016
Experience
August 2, 2022 - Present
ALLIANCEBERNSTEIN L.P.
Office #1: Bny Mellon Center 175 Market Street, Suite 3800, Philadelphia, PA 19103August 22, 2022 - Present
SANFORD C. BERNSTEIN & CO., LLC
Office #1: 1735 Market Street Suite 3800, Philadelphia, PA 19103March 13, 2012 - August 3, 2022
SEI INVESTMENTS MANAGEMENT CORP
Primary Firm SEC Registration
ALLIANCEBERNSTEIN L.P.
CRD#: 108477 / SEC#: 801-56720
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/23/2023)
(12/19/2023)
(10/21/2022)
(2/15/2023)
(10/25/2023)
(9/25/2023)
(11/30/2022)
(1/3/2023)
(9/29/2022)
(10/6/2022)
(10/21/2022)
(10/21/2022)
(3/7/2023)
(10/21/2022)
(10/21/2022)
(11/17/2023)
(10/21/2022)
(10/21/2022)
(9/29/2022)
(10/21/2022)
(10/27/2022)
(9/30/2022)
(11/17/2023)
(8/2/2022)
(9/8/2022)
(10/21/2022)
(10/23/2023)
(10/21/2022)
(10/9/2023)
(8/3/2023)
(10/21/2022)
Exams
Series 7TO
Date: 8/22/2022
General Securities Representative ExaminationFINRA
Current Firm
ALLIANCEBERNSTEIN L.P.
CRD#: 108477 / SEC#: 801-56720
Contact information
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 68,593 |
| AUM (Assets Under Management) | $ 709,162,000,000 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/25/2024 | ||
| 10/27/2023 |
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.
