Unclaimed Profile

William Bryant

THOMSON HORSTMANN & BRYANT INC·NORWALK, Connecticut

SIE, Series 7CFAClean recordTHOMSON HORSTMANN & BRYANT INC

501 MERRITT 7, NORWALK, CT 06851CRD# 3042924Firm CRD# 109139

Profile Verification

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

Identity

William Bryant · NORWALK, CT

Registration

CRD #3042924 · THOMSON HORSTMANN & BRYANT INC

Brand Profile

Not yet started

Career History

WEALTH FOUNDATIONS PARTNERS, LLC

Feb 2026 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Registration record

First registered · February 5, 2026

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THOMSON HORSTMANN & BRYANT INC

CRD 109139 · SEC 801-54432

AUM

$606M

Regulatory assets under management

Employees

63 client accounts

Services offered by THOMSON HORSTMANN & BRYANT INC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at THOMSON HORSTMANN & BRYANT INC →

Introduction

Speak with William

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if William is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in NORWALK?

Browse all registered financial advisors in NORWALK, Connecticut or claim this profile if it's yours.

Browse NORWALK Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does William Bryant offer?

William Bryant specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in NORWALK, Connecticut for a consultation.

What are William Bryant's credentials?

William Bryant holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is William Bryant located?

William Bryant is based in NORWALK, Connecticut, working with THOMSON HORSTMANN & BRYANT INC. Their office serves clients in the NORWALK metropolitan area and surrounding communities.

How does William Bryant charge for services?

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

How large is THOMSON HORSTMANN & BRYANT INC?

THOMSON HORSTMANN & BRYANT INC has approximately 14 employees and manages $606M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →