WB
William T. Boatman
J. W. COLE ADVISORS
Longwood, FL 32779
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CRD#: 7308278
WB
Professional summary
William Todd Boatman is a registered financial advisor currently at J. W. COLE ADVISORS, INC. located in Longwood, Florida.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. William has worked at 2 firms and has passed the Series 65 exam.
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.
(1) Freedom 65; Investment Related; 2973 W SR 434 Ste 300 Longwood FL 32779; Financial Advisory Business; Partner; Start 2/11/2025; 50 hours/month during trading. (2) Hillsdale Accounting Group, PLLC; CPA Firm; Not Investment Related; 2973 West State Road 434, Longwood, FL 32779; CPA Partner; Start 11/2010; 0 hours/month. (3) Hillsdale Tax Services, PLLC; Income Tax Services; Not investment related; 125 East Indiana Avenue, Ste B, DeLand, FL 32724; Start 12/2012; Partner; 0 hours/month. (4) Robert R. Bryant, CPA, PLLC (DBA Boatman and Bryant CPAs); Not Investment related; 10941 SE US Hwy 441, Belleview, FL 34420; CPA Partner; Start 11/2009; 0 hours/month during trading. (5) Todd Boatman CPA, PA (DBA Boatman & Bryant CPA's); Not Investment related; 12060 Waterstone Loop Drove, Windermere, FL 34786; CPA Partner; Start 10/2002; 0 hours/month. (6) Freedom 25 Office Venture LLC; Not Investment Related; 2973 W SR 434 Suite 300 Longwood, FL 32779; Commercial Rental Property; Managing Member; Start 1/1/2024; 1 hour/month during trading.
CRS (Client Relationship Summary) - RIA
Click below to view William Todd Boatman'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
May 23, 2024 - Present
J. W. COLE ADVISORS, INC.
Office #1: 2973 W Sr 434 Ste 300, Longwood, FL 32779Office #2: 125 East Indiana Ave, Deland, FL 32724Office #3: 10941 Se Us Hwy 441, Belleview, FL 34420RIA
CRD#: 112294
Longwood, FL
Past
November 4, 2020 - March 31, 2025
BOATMAN AND BRYANT CAPITAL SOLUTIONS PLLC
RIA
CRD#: 307676
LONGWOOD, FL
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".
JW
J. W. COLE ADVISORS, INC.
ESHBACH RETIREMENT PLANNING | TILCHIN ASSET MANAGEMENT | JONATHAN ROBERTS ADVISORY GROUP, INC. | JONATHAN ROBERTS ADVISORY GROUP | JAFFE TILCHIN INVESTMENT PARTNERS | J.W. COLE ADVISORS, INC. | J. W. COLE ADVISORS, INC.
CRD#: 112294 / SEC#: 801-60722
RIA
Registered Investment Advisory firm - (11/23/2001 Approved)Arizona
Registered Investment Advisory firm - (12/4/2001 Terminated)Florida
Registered Investment Advisory firm - (12/5/2001 Terminated)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
Florida(5/23/2024)
Current Firm
JW
J. W. COLE ADVISORS, INC.
ESHBACH RETIREMENT PLANNING | TILCHIN ASSET MANAGEMENT | JONATHAN ROBERTS ADVISORY GROUP, INC. | JONATHAN ROBERTS ADVISORY GROUP | JAFFE TILCHIN INVESTMENT PARTNERS | J.W. COLE ADVISORS, INC. | J. W. COLE ADVISORS, INC.
CRD#: 112294 / SEC#: 801-60722
RIA
Registered Investment Advisory firm - (11/23/2001 Approved)Arizona
Registered Investment Advisory firm - (12/4/2001 Terminated)Florida
Registered Investment Advisory firm - (12/5/2001 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634
Mailing Address
Phone number
(813) 935-6776
Established
Firm type
Fiscal year end
# of Employees
512
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 29,614 |
| AUM (Assets Under Management) | $ 7,195,237,282 |
Red Flags
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