William
Defazio

Pruco Securities, LLC

CRD#1476707
Investment Advisor
in Pittsburgh, PA
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About this Advisor

William Defazio is a financial advisor who works in Pittsburgh, Pennsylvania, who has been in the industry for 29 years. Defazio is an advisor for Pruco Securities, LLC. They have spent their entire employment at Pruco Securities, Llc. Defazio has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Pennsylvania. Pruco Securities, LLC is a registered investment business based out of Pittsburgh, Pennsylvania. It has offices in 113 locations and a total of 2,600 advisors. It oversees $6 billion in total assets between its 47,024 accounts, making it one of the biggest financial advisory firms in the country by assets under management. Of its 47,024 customer accounts, just 1% are associated with high-net-worth investors who have greater than $1 million in investable assets. The firm performs a broad 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. Fees charged by financial advisors usually depend on which services the firm provides the client. However, fee types charged by Pruco Securities, LLC likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

29 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

Disclosures

Yes

Office Location

1001 Ardmore Blvd.
Pittsburgh, PA 15221

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Pruco Securities, LLC Brokerage Details

Total Assets Under Management

$6,544,600,186

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

2,600

PA Average: 92
Total Number of Accounts

53,064

PA Average: 6,978
Average Account Size

$123,334

PA Average: $1,450,417

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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 Defazio Work History

William has 29 years of experience.

1989 - Present (30 years)

Pruco Securities, LLC

Disclosures

William Defazio has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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