William R. Lavelle

EAST WEST WEALTH ADVISORS

BEVERLY HILLS, CA 90212

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CRD#: 6354846

Professional summary

William Reimer Lavelle, who also goes by William Lavelle, is a registered financial advisor currently at EAST WEST WEALTH ADVISORS LLC located in Beverly Hills, California.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. William has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

William Lavelle

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.) BANKING SERVICES FOR EAST WEST BANK; LENDING, GATHERING DEPOSITS, RESPONDING TO CLIENT BANKING REQUESTS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Reimer Lavelle'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®

None

Experience

Current

August 3, 2026 - Present

EAST WEST WEALTH ADVISORS LLC

Office #1: 9378 Wilshire Blvd Ste 100, Beverly Hills, CA 90212

RIA

CRD#: 342776

BEVERLY HILLS, CA

Past

September 27, 2022 - July 31, 2026

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

BEVERLY HILLS, CA

Past

September 27, 2022 - July 31, 2026

CETERA INVESTMENT SERVICES LLC

CRD#: 15340

BEVERLY HILLS, CA

Past

August 29, 2018 - September 13, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

LOS ANGELES, CA

Past

June 29, 2018 - September 13, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

LOS ANGELES, CA

Past

July 7, 2014 - April 18, 2018

RBC ROCHDALE, LLC

RIA

CRD#: 117198

BEVERLY HILLS, CA

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

California
(8/3/2026)

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: 8/28/2018

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: 6/29/2018

General Securities Representative Examination

Current Firm

EAST WEST WEALTH ADVISORS LLC

CRD#: 342776 / SEC#: 801-136751

RIA

Registered Investment Advisory firm - (7/14/2026 120-Day Approval)

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Contact information

Main Address

135 N. Los Robles Ave. 7th Floor, Pasadena, CA 91101

Mailing Address

Phone number

(888) 928-8189

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - APPENDIX 1 (WRAP FEE PROGRAM BROCHURE) (7/2/2026)

FORM ADV PART 2A (7/2/2026)

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 R. Lavelle

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Reimer Lavelle's CRS (Customer Relationship Summary).

Certified licenses

Experience

EAST WEST WEALTH ADVISORS LLC

CETERA INVESTMENT ADVISERS LLC

CETERA INVESTMENT SERVICES LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RBC ROCHDALE, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/28/2018

SIE

Date: 10/1/2018

Series 7

Date: 6/29/2018

Current Firm

EAST WEST WEALTH ADVISORS LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

EAST WEST WEALTH ADVISORS LLC

TRUST BUT VERIFY

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