William
Moir
Osaic Wealth, Inc
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About this Advisor
William Moir is a financial advisor based in Mc Lean, Virginia, working with Osaic Wealth, Inc. William has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Holly Hills Country Club, Full-Time Education, Whiskey Creek Golf Club, Hmf Paving And Contractors, Northwestern Mutual, Merrill Lynch Wealth Management, Baltimore County Community College, Towson University, University Of Mississippi, Frederick Community College, Mount St. Mary'S University, Woodmont Country Club, Bank Of America N.A, Bogart Wealth, LLC, and Royal Alliance Associates, Inc. William has passed the Series 66 regulatory exam and is registered to provide services in Virginia. Currently, William is part of Osaic Wealth, Inc, which operates out of Mc Lean, Virginia. The firm has 1,670 offices and 6,838 employees. The firm manages assets totaling $94.6 billion and 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, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Osaic Wealth, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Osaic Wealth, Inc Brokerage Details
$94,557,613,744
6,838
437,201
$216,280
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 Moir Work History
Royal Alliance Associates, Inc
Bogart Wealth, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America N.A
Merrill Lynch Wealth Management
Woodmont Country Club
Northwestern Mutual
Mount St. Mary'S University
Frederick Community College
Hmf Paving And Contractors
Towson University
Towson University
University Of Mississippi
Full-Time Education
Baltimore County Community College
Holly Hills Country Club
Whiskey Creek Golf Club
Disclosures
Please visit the SEC profile of William Moir 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 Osaic Wealth, Inc
Waterloo, IA
Buffalo, NY
Effingham, IL
Overland Park, KS
Lake Worth, FL
Mc Lean, VA
Fort Wayne, IN
Emporia, KS
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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