Unclaimed Profile

William Lee Mehserle

FOURTHOUGHT FINANCIAL, LLC·VENICE, Florida

SIE, Series 7, Series 66CFPClean record12 years registeredFOURTHOUGHT FINANCIAL, LLC

310 W. VENICE AVENUE, VENICE, FL 34285CRD# 5353403Firm CRD# 306017

Profile Verification

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

Identity

William Lee Mehserle · VENICE, FL

Registration

CRD #5353403 · FOURTHOUGHT FINANCIAL, LLC · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FOURTHOUGHT FINANCIAL, LLC

INDEPENDENT FINANCIAL PARTNERS

Aug 2022 – Jun 2026

Tampa, FL

HOMRICH BERG

Jun 2021 – Aug 2021

ATLANTA, GA

FOURTHOUGHT PRIVATE WEALTH

May 2020 – Apr 2021

VENICE, FL

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Jul 2016 – Feb 2020

VENICE, FL

WELLS FARGO ADVISORS, LLC

Dec 2013 – Jul 2016

VENICE, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · December 18, 2013

Years registered · 12

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FOURTHOUGHT FINANCIAL, LLC

CRD 306017 · SEC 801-117666

AUM

$1.2B

Regulatory assets under management

Employees

29,893 client accounts

Services offered by FOURTHOUGHT FINANCIAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FOURTHOUGHT FINANCIAL, LLC →

Introduction

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Frequently Asked Questions

What services does William Lee Mehserle offer?

William Lee Mehserle specializes in Financial Planning, Investment Management, Wealth Management.

What are William Lee Mehserle's credentials?

William Lee Mehserle holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is William Lee Mehserle located?

William Lee Mehserle is based in VENICE, Florida, last registered with FOURTHOUGHT FINANCIAL, LLC.

How does William Lee Mehserle charge for services?

William Lee Mehserle'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 FOURTHOUGHT FINANCIAL, LLC?

FOURTHOUGHT FINANCIAL, LLC has approximately 17 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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