AdvisorOS Directory
Claim Profile
Unclaimed Profile
WS

William D. Starnes

MALLARD ADVISORS, LLC·HOCKESSIN, Delaware
Clean record23 years registeredMALLARD ADVISORS, LLC
7234 LANCASTER PIKE, HOCKESSIN, DE 19707CRD# 4586596Firm CRD# 168795

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William D. Starnes · HOCKESSIN, DE
Registration
CRD #4586596 · MALLARD ADVISORS, LLC · 23 years registered
Brand Profile
Not yet started
01

Career History

MERCER GLOBAL ADVISORS INC.
Sep 2022 – present
MALLARD ADVISORS
Nov 2013 – Dec 2022
HOCKESSIN, DE
MALLARD ADVISORS, LLC
Sep 2002 – Dec 2013
HOCKESSIN, DE
02

Registrations & Exams

Registration record
First registered · September 11, 2002
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MALLARD ADVISORS, LLC
CRD 168795 · SEC 801-113272
AUM
$172M
Regulatory assets under management
Employees
5
433 client accounts
Services offered by MALLARD ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MALLARD ADVISORS, LLC →
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 HOCKESSIN?

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

Browse HOCKESSIN AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does William D. Starnes offer?
William D. Starnes specializes in Financial Planning, Investment Management. Contact their office in HOCKESSIN, Delaware for a consultation.
What are William D. Starnes's credentials?
William D. Starnes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William D. Starnes located?
William D. Starnes is based in HOCKESSIN, Delaware, working with MALLARD ADVISORS, LLC. Their office serves clients in the HOCKESSIN metropolitan area and surrounding communities.
How does William D. Starnes charge for services?
William D. Starnes'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 MALLARD ADVISORS, LLC?
MALLARD ADVISORS, LLC has approximately 5 employees and manages $172M 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 →

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Delaware
WILMINGTON (110)GREENVILLE (18)NEWARK (12)DOVER (10)REHOBOTH BEACH (8)LEWES (5)ROCKLAND (2)DAGSBORO (2)MONTCHANIN (2)0000740272 (1)
City Guides
WILMINGTON GuideGREENVILLE GuideNEWARK GuideDOVER GuideREHOBOTH BEACH Guide
Research
Advisor Fees in DelawareNational Fee Analysis
Request removal of this profile