William Ebersold

WELLTH ADVISORY SERVICES

Providence, RI 02903

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CRD#: 6974907

Professional summary

William Ebersold, who also goes by William Luke Ebersold, is a registered financial advisor currently at WELLTH ADVISORY SERVICES, LLC located in Providence, Rhode Island and LPL FINANCIAL LLC located in Providence, Rhode Island.

William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. William has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

William Luke Ebersold

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) 08/28/2023 - STRATEGIC RETIREMENT PARTNERS - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 2) 10/25/2023 - SRP - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - Start Date 09/11/2023 - 160 Hours Per Month/ 8 Hours During Trading

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Ebersold'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

June 28, 2024 - Present

WELLTH ADVISORY SERVICES, LLC

Office #1: 42 Weybosset Street, Penthouse, Providence, RI 02903

RIA

CRD#: 330537

Providence, RI

Current

September 11, 2023 - Present

LPL FINANCIAL LLC

Office #1: 42 Weybosset St Ph Level, Providence, RI 02903

RIA

CRD#: 6413

Providence, RI

Past

September 13, 2023 - July 4, 2024

GLOBAL RETIREMENT PARTNERS LLC

RIA

CRD#: 172011

Providence, RI

Past

April 10, 2023 - July 17, 2023

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Cranston, RI

Past

February 20, 2023 - July 17, 2023

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Cranston, RI

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".

WELLTH ADVISORY SERVICES, LLC

STRATEGIC RETIREMENT PARTNERS (SRP) | WELLTH ADVISORY SERVICES, LLC

CRD#: 330537 / SEC#: 801-130037

RIA

Registered Investment Advisory firm - (4/26/2024 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(7/3/2024)

Connecticut
(7/3/2024)

Florida
(7/3/2024)

Maine
(7/3/2024)

Massachusetts
(7/3/2024)

IAR

Massachusetts
(2/5/2025)

New Hampshire
(7/3/2024)

New York
(7/3/2024)

North Carolina
(7/5/2024)

Ohio
(7/5/2024)

Oregon
(10/24/2025)

Rhode Island
(9/11/2023)

IAR

Rhode Island
(6/28/2024)

Vermont
(7/3/2024)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/10/2023

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 2/18/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 11/21/2022

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

WELLTH ADVISORY SERVICES, LLC

STRATEGIC RETIREMENT PARTNERS (SRP) | WELLTH ADVISORY SERVICES, LLC

CRD#: 330537 / SEC#: 801-130037

RIA

Registered Investment Advisory firm - (4/26/2024 Approved)

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Contact information

Main Address

Shorewood, IL

Mailing Address

Phone number

(866) 777-4015

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (44 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WELLTH ADV WRAP BROCHURE (3/31/2025)

WELLTH ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	2,338
AUM (Assets Under Management)	$ 23,574,040,155

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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Advisor Monitoring

Firm Stability Insights

William Ebersold

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

LPL FINANCIAL LLC

GLOBAL RETIREMENT PARTNERS LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

WELLTH ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/10/2023

Series 7TO

Date: 2/18/2023

SIE

Date: 11/21/2022

FINRA

Current Firm

WELLTH ADVISORY SERVICES, LLC

Contact information

SEC notice filing (44 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WELLTH ADVISORY SERVICES, LLC

TRUST BUT VERIFY

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