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William Samuel Sellery

SELLERY PORTFOLIO MANAGEMENT, LLC·INDIANAPOLIS, Indiana
Clean recordSELLERY PORTFOLIO MANAGEMENT, LLC
10401 N. MERIDIAN ST., INDIANAPOLIS, IN 46290CRD# 5019589Firm CRD# 173077

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Samuel Sellery · INDIANAPOLIS, IN
Registration
CRD #5019589 · SELLERY PORTFOLIO MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

William Samuel Sellery is a registered financial advisor based in INDIANAPOLIS, Indiana, affiliated with SELLERY PORTFOLIO MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
SELLERY PORTFOLIO MANAGEMENT, LLC
SELLERY PORTFOLIO MANAGEMENT, LLC
AUM
$2M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at SELLERY PORTFOLIO MANAGEMENT, LLC →
Services
Portfolio management (individuals)
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Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5019589
Firm CRD# 173077
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Samuel Sellery offer?
William Samuel Sellery specializes in Investment Management, Fee-Only Advisory. Contact their office in INDIANAPOLIS, Indiana for a consultation.
What are William Samuel Sellery's credentials?
William Samuel Sellery is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Samuel Sellery located?
William Samuel Sellery is based in INDIANAPOLIS, Indiana, working with SELLERY PORTFOLIO MANAGEMENT, LLC. Their office serves clients in the INDIANAPOLIS metropolitan area and surrounding communities.
How does William Samuel Sellery charge for services?
William Samuel Sellery'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 SELLERY PORTFOLIO MANAGEMENT, LLC?
SELLERY PORTFOLIO MANAGEMENT, LLC has approximately 3 employees and manages $2M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SELLERY PORTFOLIO MANAGEMENT, LLC

Joseph Gilroy Sellery
INDIANAPOLIS, IN

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Research
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