William S. Battistelli

NISONOFF & QUADREL INVESTMENT MANAGEMENT LLC

East Brunswick, NJ 08816

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CRD#: 6915734

Professional summary

William Stephen Battistelli, who also goes by Will Battistelli, William Battistelli, is a registered financial advisor currently at NISONOFF & QUADREL INVESTMENT MANAGEMENT LLC located in East Brunswick, New Jersey.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. William has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Will Battistelli | William Battistelli

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.

Nisonoff & Quadrel Life Ins LLC; Life Insurance Sales; 235 Old Bridge Turnpike, East Brunswick, NJ 08816; Partner, Started October 2023; 5-10 hours per month; 0 hours during trading hours; sell life insurance policies 107 W 24TH ST C1 LLC; Short term rental property; 75 Wooten Court, East Brunswick, NJ 08816; Partner, Started February 2017; 2-3 hours per month; 0 hours during trading hours; manage rental agreements, collect rent payments, manage property cleaners

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Stephen Battistelli'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®

None

Experience

Current

March 20, 2024 - Present

NISONOFF & QUADREL INVESTMENT MANAGEMENT LLC

Office #1: 235 Old Bridge Turnpike, East Brunswick, NJ 08816

RIA

CRD#: 328905

East Brunswick, NJ

Past

March 18, 2019 - November 4, 2021

AMERICAN PARTNERS FINANCIAL SERVICES LLC

RIA

CRD#: 293290

East Brunswick, NJ

Past

May 9, 2018 - November 25, 2018

AMERICAN PARTNERS FINANCIAL SERVICES LLC

RIA

CRD#: 293290

East Brunswick, NJ

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

New Jersey
(3/20/2024)

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 65

Date: 3/17/2018

Uniform Investment Adviser Law Examination

Current Firm

NISONOFF & QUADREL INVESTMENT MANAGEMENT LLC

CRD#: 328905 / SEC#:

New Jersey

Registered Investment Advisory firm - (10/31/2023 Approved)

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Contact information

Main Address

235 Old Bridge Turnpike, East Brunswick, NJ 08816

Mailing Address

Phone number

(732) 254-3000

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	3
AUM (Assets Under Management)	$ 177,173

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 S. Battistelli

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Stephen Battistelli's CRS (Customer Relationship Summary).

Certified licenses

Experience

NISONOFF & QUADREL INVESTMENT MANAGEMENT LLC

AMERICAN PARTNERS FINANCIAL SERVICES LLC

AMERICAN PARTNERS FINANCIAL SERVICES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/17/2018

Current Firm

NISONOFF & QUADREL INVESTMENT MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

NISONOFF & QUADREL INVESTMENT MANAGEMENT LLC

TRUST BUT VERIFY

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