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William R. Scheel
WILLIAM R. SCHEEL, INVESTMENT ADVISER
HOUSTON, TX
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CRD#: 6282570
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Professional summary
William Regan Scheel is a registered financial advisor currently at WILLIAM R. SCHEEL, INVESTMENT ADVISER located in Houston, Texas.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. William has worked at 1 firm .
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view William Regan Scheel'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 23, 2013 - Present
WILLIAM R. SCHEEL, INVESTMENT ADVISER
RIA
CRD#: 114798
HOUSTON, 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(12/23/2013)
Exams
Current Firm
WR
WILLIAM R. SCHEEL, INVESTMENT ADVISER
WILLIAM R. SCHEEL, INVESTMENT ADVISER | WILLIAM REGAN SCHEEL
CRD#: 114798 / SEC#:
Texas
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Contact information
Main Address
Houston, TX
Mailing Address
Phone number
(713) 681-7479
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 7 |
| AUM (Assets Under Management) | $ 1,500,000 |
Red Flags
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