William G. Brisard

DIVERSIFIED

Raleigh, NC 27615

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CRD#: 8217013

Professional summary

William Gabriel Brisard, who also goes by William Brisard, is a registered financial advisor currently at DIVERSIFIED, LLC located in Raleigh, North Carolina.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. William has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

William Brisard

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.

5/2026 Independent Licensed insurance Agent; Investment Related; Raleigh, NC; Accident & Health or Sickness, Life, Variable Life & Variable Annuity, Med Supp/Long Term Care

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Gabriel Brisard'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

July 24, 2026 - Present

DIVERSIFIED, LLC

Office #1: 8394 Six Forks Road Suite 204, Raleigh, NC 27615

RIA

CRD#: 331709

Raleigh, NC

Past

March 4, 2026 - July 24, 2026

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

RALEIGH, NC

Past

February 11, 2026 - July 24, 2026

CETERA WEALTH SERVICES, LLC

CRD#: 13572

RALEIGH, NC

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".

DIVERSIFIED, LLC

DIVERSIFIED ENTERPRISES, LLC | DIVERSIFIED, LLC

CRD#: 331709 / SEC#: 801-130728

RIA

Registered Investment Advisory firm - (8/5/2024 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.

Highlighted states indicate IAR registrations

IAR

North Carolina
(7/24/2026)

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: 3/3/2026

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 2/11/2026

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 1/5/2026

Securities Industry Essentials Examination

Current Firm

DIVERSIFIED, LLC

DIVERSIFIED ENTERPRISES, LLC | DIVERSIFIED, LLC

CRD#: 331709 / SEC#: 801-130728

RIA

Registered Investment Advisory firm - (8/5/2024 Approved)

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Contact information

Main Address

3705 Concord Pike, Wilmington, DE 19803

Mailing Address

Phone number

(302) 765-3500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (27 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DIVERSIFIED, LLC BROCHURE (12/1/2025)

DIVERSIFIED, LLC WRAP BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts	5,494
AUM (Assets Under Management)	$ 2,080,500,590

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 G. Brisard

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

DIVERSIFIED, LLC

CETERA INVESTMENT ADVISERS LLC

CETERA WEALTH SERVICES, LLC

Primary Firm SEC Registration

DIVERSIFIED, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/3/2026

Series 7TO

Date: 2/11/2026

SIE

Date: 1/5/2026

Current Firm

DIVERSIFIED, LLC

Contact information

SEC notice filing (27 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DIVERSIFIED, LLC

TRUST BUT VERIFY

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