William
Newbould

Cary Street Partners

CRD#2455172
Investment Advisor
in Austin, TX
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About this Advisor

William Newbould is a certified financial planner located in Austin, Texas. Currently an advisor at Cary Street Partners, Newbould has 18 years of professional experience in the financial advisory industry. Newbould has Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Newbould is able to serve investors in Texas. During their career, Newbould has held roles at First Avantus Securities, Inc(Formerly First Financial Inv. Sec, Riverstone Insurance Agency, Inc (Formerly First Avantus), Riverstone Wealth Management, Inc, Cary Street Partners LLC and Cary Street Partners Investment Advisory LLC. Cary Street Partners is headquartered in Austin, Texas, and operates out of 13 additional brick-and-mortar locations across the nation. As a company, Cary Street Partners oversees $2 billion in assets throughout 4,923 accounts and retains more than 77 people. The amount of assets the firm manages places it among the largest financial advisory firms in the nation. The firm manages 1,906 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 3% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. Cary Street Partners can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

18 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

7801 Capital Of Texas Highway, Suite 310
Austin, TX 78731

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Cary Street Partners Brokerage Details

Total Assets Under Management

$1,776,692,290

TX Average: $1,835,309,194
Total Number of Employees

77

TX Average: 32
Total Number of Accounts

4,923

TX Average: 1,458
Average Account Size

$360,896

TX Average: $1,258,785

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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
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

William Newbould Work History

William has 18 years of experience.

2013 - Present (6 years)

Cary Street Partners LLC

2013 - Present (6 years)

Cary Street Partners Investment Advisory LLC

2001 - 2013 (12 years)

Riverstone Insurance Agency, Inc (Formerly First Avantus)

2000 - 2013 (13 years)

First Avantus Securities, Inc(Formerly First Financial Inv. Sec

2000 - 2013 (13 years)

Riverstone Wealth Management, Inc

Disclosures

William Newbould has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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