William
Sandeman

Wedbush Securities Inc

CRD#831384
Investment Advisor
in Seattle, WA

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About this Advisor

William Sandeman is a financial advisor based out of Seattle, Washington with a total of 12 years of relevant experience. Sandeman is currently employed by Wedbush Securities Inc. They have worked at Wedbush Securities Inc for their total career. Sandeman has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Montana and Washington. Wedbush Securities Inc is an advisory firm operating out of Los Angeles, CA. It has offices in 58 locations and a total of 920 financial advisors. It manages $4 billion in total assets among its 8,553 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 21 charitable organizations. Of its 8,553 customer accounts, just 14% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Wedbush Securities Inc has a number of services, including 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. Financial advisory fee schedules typically depend on the type of financial services offered. Fees billed by Wedbush Securities Inc likely are comprised of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

12 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, Fixed Fees, Commissions

Office Location

Two Union Square Ste 5050 601 Union Street
Seattle, WA 98101

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Wedbush Securities Inc Brokerage Details

Total Assets Under Management

$3,857,311,726

WA Average: $7,578,581,321
Total Number of Employees

920

WA Average: 43
Total Number of Accounts

8,553

WA Average: 3,727
Average Account Size

$450,989

WA Average: $2,033,427

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 Sandeman Work History

William has been registered as a financial advisor for 12 years.*

2000 - Present (24 years)

Wedbush Morgan Securities

*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 Sandeman 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 Wedbush Securities Inc

Eliza Forastieri-Pitsikalis
Jersey City, NJ
David Yi
Los Angeles, CA
Wendy Olson
Gleneden Beach, OR
Jordan Tiu
Los Angeles, CA
Alicia Sorensen
Los Angeles, CA
Robert Howard
Dallas, TX
Paul Delzio
Sacramento, CA
Jonathan Monaco
Newport Beach, CA

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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