Unclaimed Profile

William David Osher

ABBREA CAPITAL, LLC·GREENBRAE, California

Series 2, Series 65Clean record28 years registeredABBREA CAPITAL, LLC

300 DRAKES LANDING RD., GREENBRAE, CA 94904CRD# 1745860Firm CRD# 272029

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William David Osher · GREENBRAE, CA

Registration

CRD #1745860 · ABBREA CAPITAL, LLC · 28 years registered

Brand Profile

Not yet started

Career History

CERITY PARTNERS LLC

Sep 2024 – present

ABBREA CAPITAL, LLC

Jul 2015 – Sep 2024

GREENBRAE, CA

GENSPRING FAMILY OFFICES, LLC

Feb 2014 – Jul 2015

SAN FRANCISCO, CA

CSI CAPITAL MANAGEMENT INC

Mar 2010 – Sep 2011

SAN FRANCISCO, CA

TAMALPAIS WEALTH ADVISORS

Apr 2005 – Apr 2010

SAN RAFAEL, CA

FEDERATED MDT ADVISERS

Dec 1997 – Dec 2006

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

Series 2

Series 65

Registration record

First registered · December 17, 1997

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ABBREA CAPITAL, LLC

CRD 272029 · SEC 801-101498

AUM

$1.2B

Regulatory assets under management

Employees

777 client accounts

Services offered by ABBREA CAPITAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ABBREA CAPITAL, LLC →

Introduction

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Frequently Asked Questions

What services does William David Osher offer?

William David Osher specializes in Financial Planning, Investment Management. Contact their office in GREENBRAE, California for a consultation.

What are William David Osher's credentials?

William David Osher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William David Osher located?

William David Osher is based in GREENBRAE, California, working with ABBREA CAPITAL, LLC. Their office serves clients in the GREENBRAE metropolitan area and surrounding communities.

How does William David Osher charge for services?

William David Osher's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ABBREA CAPITAL, LLC?

ABBREA CAPITAL, LLC has approximately 7 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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