William
Gearhart

Fft Wealth Management

CRD#5417044
Investment Advisor
in Philadelphia, PA

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About this Advisor

William Gearhart is a financial advisor based out of Philadelphia, Pennsylvania, with 1 year of industry experience. Gearhart is on the advisory team at Fft Wealth Management. During their career, Gearhart has held roles at Finra, H. Beck, Inc and Boenning & Scattergood, Inc. Gearhart has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in Pennsylvania. Fft Wealth Management is a financial advisory company operating out of Philadelphia, PA. The investment advisory business has offices in three locations and a total of 26 advisors. It oversees $3 billion in assets between its 296 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. Of its 296 customer accounts, 100% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The company has a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors depend on which services the firm provides the client. However, fee types charged by Fft Wealth Management can be comprised of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

2 Liberty Place Floor 34
Philadelphia, PA 19102

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Fft Wealth Management Brokerage Details

Total Assets Under Management

$2,495,479,421

PA Average: $15,833,994,310
Total Number of Employees

26

PA Average: 41
Total Number of Accounts

296

PA Average: 3,342
Average Account Size

$8,430,674

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

William Gearhart Work History

William has been registered as a financial advisor for 1 years.*

2018 - Present (6 years)

Boenning & Scattergood, Inc

2015 - 2018 (3 years)

H. Beck, Inc

2012 - 2015 (3 years)

Finra

*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 Gearhart 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 Fft Wealth Management

William Gearhart
Philadelphia, PA
John Tassone
Palm Beach, FL
Felitsa Kapsas
Philadelphia, PA

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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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.

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