William
Suvoy

Pruco Securities, LLC

CRD#1066247
Investment Advisor
in Anaheim, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

William Suvoy is a financial advisor who works out of Anaheim, California with a total of 23 years of relevant experience. Suvoy is on the advisory team at Pruco Securities, LLC. Throughout their career, Suvoy has worked at Prudential Insurance Company Of America and Pruco Securities, LLC. Suvoy maintains Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in California and Texas. Pruco Securities, LLC is a registered investment business that has its headquarters in Newark, NJ. It has offices in 42 locations and a total of 2,500 people on staff. It handles $14 billion in assets under management among its 106,737 client accounts, placing it among the largest investment advisory firms in the country by assets under management. Of its 106,737 client accounts, just 1% belong to high-net-worth clients who have greater than $1 million in investable assets. Pruco Securities, LLC offers a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. A financial advisor's fee schedules usually vary depending on the type of financial services. Fee types charged by Pruco Securities, LLC likely consist of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

23 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

155 N. Riverview Drive Suite 103
Anaheim, CA 92808

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Pruco Securities, LLC Brokerage Details

Total Assets Under Management

$14,029,321,422

CA Average: $10,121,009,343
Total Number of Employees

2,500

CA Average: 92
Total Number of Accounts

106,737

CA Average: 6,978
Average Account Size

$131,438

CA Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

William Suvoy Work History

William has been registered as a financial advisor for 23 years.*

1977 - Present (47 years)

Prudential Insurance Company Of America

1977 - Present (47 years)

Prudential Insurance Company Of America

1977 - Present (47 years)

Pruco Securities, LLC

*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 Suvoy 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 Prudential Financial Planning Services

Ellen Goodman
Wakefield, MA
John Mcinnes
Appleton, WI
Roy Carrera
Milwaukee, WI
Sheila Gentile
Newark, NJ
Lawrence Frydman
Basking Ridge, NJ
Grant Uitti
Milwaukee, WI
Oksana Flaks
Brooklyn, NY
Kevin Shelton
San Jose, 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started