William
Moffly
Validus Capital LLC
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About this Advisor
William Moffly is a financial advisor who works out of El Segundo, California with 1 year of relevant experience. Moffly is currently employed by Validus Capital LLC. During their career, Moffly has held roles at Annadale Gc, Camden Capital, Bank Of America, Glen Annie Gc, University Of California, Santa Barbara, Pennymac Financial Services, Black Knight Financial Services, Validus Capital LLC and Student. Moffly maintains a Series 65 license, certifying them as an investment advisor representative, and is able to operate in California. Validus Capital LLC is a business operating out of El Segundo, CA. It controls $1 billion in assets between its 2,396 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. Of its 2,396 accounts, 96% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Validus Capital LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers and other services. Fees charged by financial advisors depend on which services the firm provides the client. However, fee types charged by Validus Capital LLC most likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Validus Capital LLC Brokerage Details
$1,345,497,137
12
2,396
$561,560
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Other
William Moffly Work History
William has been registered as a financial advisor for 1 years.*
Validus Capital LLC
Black Knight Financial Services
Pennymac Financial Services
Bank Of America
Glen Annie Gc
Camden Capital
Annadale Gc
University Of California, Santa Barbara
Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of William Moffly to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Validus Capital LLC
El Segundo, CA
El Segundo, CA
El Segundo, CA
El Segundo, CA
El Segundo, CA
El Segundo, CA
El Segundo, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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