William Ackley, financial advisor New York NY

William Ackley

CRD Number: 6858092
Current Firm: Stifel, Nicolaus & Company, Incorporated

William Ackley (CRD# 6858092) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in New York, NY and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Stifel Nicolaus & Co New York, NY Sep 2017 - Current 2
Ackley Organization Dayton, OH May 2006 - Aug 2017 11
Trinity College Hartfort, CT Sep 2015 - May 2017 1
Trinity College Hartford, CT Aug 2013 - May 2017 3
Bourne Partners Charlotte, NC May 2016 - Aug 2016 < 1
Hale's Ales Columbus, OH May 2015 - Aug 2015 < 1
Vector Marketing Columbus, OH Dec 2013 - Jan 2014 < 1
Swim & Racquet Upper Arlington, OH May 2012 - Aug 2013 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2018
Contact Info for William A. Ackley
Phone Number: 314-342-2000
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    74,649
    MILLIONS
  • Total Number of Accounts
    216,315
    ACCOUNTS
  • Average Account Value
    $345,094
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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