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William John Haldane

STOKER OSTLER WEALTH ADVISORS, INC.·SCOTTSDALE, Arizona
Unclaimed Profile
4900 N. SCOTTSDALE ROAD, SCOTTSDALE, AZ 85251CRD# 6314694Firm CRD# 111320
01

About

William John Haldane is a registered financial advisor based in SCOTTSDALE, Arizona, affiliated with STOKER OSTLER WEALTH ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
STOKER OSTLER WEALTH ADVISORS, INC.
STOKER OSTLER, A PART OF BMO FINANCIAL GROUP
AUM
$2.6B
Regulatory assets under management
Employees
26
Total firm employees
View all advisors at STOKER OSTLER WEALTH ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6314694
Firm CRD# 111320
2 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does William John Haldane offer?
William John Haldane specializes in Financial Planning, Investment Management. Contact their office in SCOTTSDALE, Arizona for a consultation.
What are William John Haldane's credentials?
William John Haldane is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William John Haldane located?
William John Haldane is based in SCOTTSDALE, Arizona, working with STOKER OSTLER WEALTH ADVISORS, INC.. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.
How does William John Haldane charge for services?
William John Haldane's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STOKER OSTLER WEALTH ADVISORS, INC.?
STOKER OSTLER WEALTH ADVISORS, INC. has approximately 26 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Arizona
PHOENIX (224)TUCSON (124)MESA (41)CHANDLER (24)TEMPE (24)
City Guides
PHOENIX GuideTUCSON GuideMESA GuideCHANDLER GuideTEMPE Guide
Research
Advisor Fees in ArizonaNational Fee Analysis
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