William
Prendergast
Altfest Personal Wealth Management
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About this Advisor
William Prendergast is a financial advisor based in New York, New York, working with Altfest Personal Wealth Management. William has previously held a position at L. J. Altfest And Co., Inc. William has passed the Series 65 regulatory exam and is registered to provide services in New Jersey and New York. Currently, William is part of Altfest Personal Wealth Management, which operates out of New York, New York. The firm has 42 employees and manages assets totaling $1.6 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and the publication of newsletters. The fee structure at Altfest Personal Wealth Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Altfest Personal Wealth Management Brokerage Details
$1,578,705,262
42
3,328
$474,371
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
William Prendergast Work History
L. J. Altfest And Co., Inc
Disclosures
Please visit the SEC profile of William Prendergast 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 Altfest Personal Wealth Management
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
The content in this profile was updated by SmartAsset on 6/19/2024. 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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