WG
WG

William Charles Greenwald

22 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
9 advisors
Number of Clients
93 clients
Average Client Portfolio
$984K average
Assets Under Management
$91.5M
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Location

333 H Street, Suite 5000, Chula Vista, CA, 91910

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

William is a licensed insurance agent appointed with various insurance companies since 2010. He also works as a bi-lingual on-call benefits counselor and teacher, dedicating a few hours per week to each activity.

Employment History
Current Registrations
Private Portfolio of San Diego
July 2022 - Present · 3 yrs 7 mos
Private Portfolio, INC.
January 2016 - Present · 10 yrs 1 mo
Private Portfolio, INC.Broker
January 2016 - Present · 10 yrs 1 mo
Previous Registrations
Farmers Financial Solutions, LLCBroker
October 2007 - December 2015 · 8 yrs 2 mos
First American National Securities, INC.Broker
September 1986 - December 1990 · 4 yrs 3 mos
State Registrations2 states
CATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.