WV
WV

William Visconto

20 Years of Experience
Philadelphia, PA

William Visconto is a registered investment advisor at Eab Investment Group, LLC, based in Philadelphia, PA, with 20 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $510M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
IM Fee
Planning only
Assets Under Management
$506.0M

Fee Structure

Minimum Investment:$2M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1650 Market Street, 36th Floor, Philadelphia, PA, 19103

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

William is an active partner at EAB Investment Group, dedicating about 10-20% of his time. He is also an active partner at Easterly EAB Risk Solutions LLC, dedicating a few hours per week.

Employment History
Current Registrations
Eab Investment Group, LLC
May 2020 - Present · 5 yrs 11 mos
Previous Registrations
Guggenheim Securities, LLCBroker
July 2020 - November 2022 · 2 yrs 4 mos
Srt Securities LLCBroker
December 2012 - January 2021 · 8 yrs 1 mo
Mcgowan Investors, L.P.Broker
November 2008 - May 2011 · 2 yrs 6 mos
Pftc Trading L.L.C.Broker
September 2003 - January 2008 · 4 yrs 4 mos
Spear, Leeds & KelloggBroker
February 1997 - June 1997 · 4 mos
Continental Broker-Dealer CORP.Broker
June 1995 - September 1995 · 3 mos
State Registrations1 state
PA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.