William M. Hall

CONSERVEST CAPITAL ADVISORS

Wynnewood, PA 19096

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CRD#: 6081057

Professional summary

William Maclay Hall, CFA, who also goes by Clay Hall, William Hall, is a registered financial advisor currently at CONSERVEST CAPITAL ADVISORS INC located in Wynnewood, Pennsylvania.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. William has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Clay Hall | William Hall

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Maclay Hall's CRS (Customer Relationship Summary).

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®

CFA

Chartered Financial Analyst

Experience

Current

October 28, 2019 - Present

CONSERVEST CAPITAL ADVISORS INC

Office #1: 257 E. Lancaster Avenue Suite 205, Wynnewood, PA 19096

RIA

CRD#: 111353

Wynnewood, PA

Past

March 26, 2013 - September 6, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

BLUE BELL, PA

Past

November 14, 2012 - September 6, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

BLUE BELL, PA

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".

CONSERVEST CAPITAL ADVISORS INC

CRD#: 111353 / SEC#: 801-44462

RIA

Registered Investment Advisory firm - (7/30/1993 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.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(10/28/2019)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/23/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/12/2012

General Securities Representative Examination

Current Firm

CONSERVEST CAPITAL ADVISORS INC

CRD#: 111353 / SEC#: 801-44462

RIA

Registered Investment Advisory firm - (7/30/1993 Approved)

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Contact information

Main Address

257 E. Lancaster Avenue Suite 205, Wynnewood, PA 19096

Mailing Address

Phone number

(610) 642-9588

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART II (3/26/2025)

Regulatory assets under management

Total Number of Accounts	298
AUM (Assets Under Management)	$ 1,724,888,131

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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William M. Hall

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Maclay Hall's CRS (Customer Relationship Summary).

Certified licenses

Experience

CONSERVEST CAPITAL ADVISORS INC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

CONSERVEST CAPITAL ADVISORS INC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/23/2013

SIE

Date: 10/1/2018

Series 7

Date: 11/12/2012

Current Firm

CONSERVEST CAPITAL ADVISORS INC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CONSERVEST CAPITAL ADVISORS INC

TRUST BUT VERIFY

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