AdvisorOS Directory
Claim Profile
WW

William Gerard Wallin

ONE RIVER ASSET MANAGEMENT, LLC·STAMFORD, Connecticut
Unclaimed Profile
2200 ATLANTIC STREET, STAMFORD, CT 06902CRD# 2751517Firm CRD# 167835
01

About

William Gerard Wallin is a registered financial advisor based in STAMFORD, Connecticut, affiliated with ONE RIVER ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
ONE RIVER ASSET MANAGEMENT, LLC
ONE RIVER ASSET MANAGEMENT, LLC
AUM
$4.0B
Regulatory assets under management
Employees
32
Total firm employees
View all advisors at ONE RIVER ASSET MANAGEMENT, LLC →
Services
Pension consulting
Market timing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2751517
Firm CRD# 167835
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in STAMFORD?

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

Browse STAMFORD AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does William Gerard Wallin offer?
William Gerard Wallin specializes in Retirement Planning. Contact their office in STAMFORD, Connecticut for a consultation.
What are William Gerard Wallin's credentials?
William Gerard Wallin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Gerard Wallin located?
William Gerard Wallin is based in STAMFORD, Connecticut, working with ONE RIVER ASSET MANAGEMENT, LLC. Their office serves clients in the STAMFORD metropolitan area and surrounding communities.
How does William Gerard Wallin charge for services?
William Gerard Wallin's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ONE RIVER ASSET MANAGEMENT, LLC?
ONE RIVER ASSET MANAGEMENT, LLC has approximately 32 employees and manages $4.0B 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 →
Other advisors in STAMFORD
Scott Michael Bartone — O'SHAUGHNESSY ASSET MANAGEMENT, LLCLouis Peter Lawrence — FLAG CAPITAL MANAGEMENT, LLCPeter Lockwood Denious — FLAG CAPITAL MANAGEMENT, LLCJames Henry Gasperoni — FLAG CAPITAL MANAGEMENT, LLCCharles Buckley — HAMILTON ROBINSON LLC
Nearby cities in Connecticut
GREENWICH (1150)WESTPORT (338)HARTFORD (225)DARIEN (222)NORWALK (134)
City Guides
GREENWICH GuideWESTPORT GuideHARTFORD GuideDARIEN GuideNORWALK Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile