William
Clifford

Vigilant Wealth Management

CRD#4134347
Investment Advisor
in Portsmouth, NH

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

William Clifford is a certified financial planner based in Portsmouth, New Hampshire who has 11 years of industry experience. Clifford is currently employed by Vigilant Wealth Management. They have been employed by Vigilant Wealth Management for all of their career. Clifford maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Connecticut, Maine, New Hampshire and Texas. Vigilant Wealth Management is a financial advisory company that has its headquarters in Portland, ME. The company has a total of 29 employees. It has $2 billion in assets under management among its 1,753 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises seven charities and foundations. Of its 1,753 accounts, 83% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The business offers a set of services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules usually depend on the services offered. However, fees charged by Vigilant Wealth Management typically consist of asset-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

18 Congress Street Suite 209
Portsmouth, NH 03801

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.

Vigilant Wealth Management Brokerage Details

Total Assets Under Management

$2,200,862,557

NH Average: $618,328,769
Total Number of Employees

29

NH Average: 10
Total Number of Accounts

1,753

NH Average: 975
Average Account Size

$1,255,483

NH Average: $634,183

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

William Clifford Work History

William has been registered as a financial advisor for 11 years.*

2012 - Present (12 years)

Vigilant Capital Management 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 Clifford 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 Vigilant Wealth Management

Colin Kelley
Portsmouth, NH
Alexander Pantalone
Portland, ME
Amelia Milonas
Portland, ME
Hope Martin
Portsmouth, NH
Christopher Penfield
Portland, ME
William Clifford
Portsmouth, NH
Stephanie Dunbar
Portsmouth, NH
Samuel Witherspoon
Portsmouth, NH

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