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WG

William J. Ginsburg

PIERSON WEALTH MANAGEMENT
ATLANTA, GA 30327
Some features on this profile are disabled
CRD#: 7779872
WG

Professional summary

William Jacob Ginsburg is a registered financial advisor currently at PIERSON WEALTH MANAGEMENT located in Atlanta, Georgia.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. William has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Jacob Ginsburg'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

December 5, 2025 - Present

PIERSON WEALTH MANAGEMENT

Office #1: 1380 W. Paces Ferry Road Nw Suite 2105, Atlanta, GA 30327
RIA
CRD#: 293206
ATLANTA, GA

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".
PW
PIERSON WEALTH MANAGEMENT
PIERSON WEALTH | RFP FINANCIAL GROUP, LLC | RFP ASSET MANAGEMENT | PIERSON WEALTH MANAGEMENT

CRD#: 293206 / SEC#: 801-112676

RIA
Registered Investment Advisory firm - (3/22/2018 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.

Highlighted states indicate IAR registrations

IAR
Georgia
(12/5/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/19/2025
Uniform Investment Adviser Law Examination

Current Firm

PW
PIERSON WEALTH MANAGEMENT
PIERSON WEALTH | RFP FINANCIAL GROUP, LLC | RFP ASSET MANAGEMENT | PIERSON WEALTH MANAGEMENT

CRD#: 293206 / SEC#: 801-112676

RIA
Registered Investment Advisory firm - (3/22/2018 Approved)
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Contact information

Main Address
1380 W. Paces Ferry Road Nw Suite 2105, Atlanta, GA 30327
Mailing Address
Phone number
(404) 233-7272
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (9 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WRAP FEE BROCHURE (4/16/2025)
FORM ADV PART 2A (4/16/2025)

Regulatory assets under management

Total Number of Accounts1,500
AUM (Assets Under Management)$ 361,879,757

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.

Company Information

PIERSON WEALTH MANAGEMENT

CRD#: 293206Atlanta, GA 30327

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