Unclaimed Profile

William Roger Campbell

I SQUARED CAPITAL ADVISORS (US) LLC·MIAMI, Florida

Clean recordI SQUARED CAPITAL ADVISORS (US) LLC

600 BRICKELL AVENUE, MIAMI, FL 33131-3067CRD# 6315594Firm CRD# 168339

Profile Verification

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

Identity

William Roger Campbell · MIAMI, FL

Registration

CRD #6315594 · I SQUARED CAPITAL ADVISORS (US) LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

William Roger Campbell is a registered financial advisor based in MIAMI, Florida, affiliated with I SQUARED CAPITAL ADVISORS (US) LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

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 →

Firm Overview

Firm

I SQUARED CAPITAL ADVISORS (US) LLC

AUM

$47.9B

Regulatory assets under management

Employees

207

Total firm employees

View all advisors at I SQUARED CAPITAL ADVISORS (US) LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6315594

Firm CRD# 168339

View on FINRA BrokerCheck →

Looking for a financial advisor in MIAMI?

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

Browse MIAMI Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does William Roger Campbell offer?

William Roger Campbell specializes in Retirement Planning. Contact their office in MIAMI, Florida for a consultation.

What are William Roger Campbell's credentials?

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

Where is William Roger Campbell located?

William Roger Campbell is based in MIAMI, Florida, working with I SQUARED CAPITAL ADVISORS (US) LLC. Their office serves clients in the MIAMI metropolitan area and surrounding communities.

How does William Roger Campbell charge for services?

William Roger Campbell'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 I SQUARED CAPITAL ADVISORS (US) LLC?

I SQUARED CAPITAL ADVISORS (US) LLC has approximately 207 employees and manages $47.9B 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 →