Unclaimed Profile

William Martin Shettle

PHILADELPHIA INVESTMENT MANAGEMENT CO·POCOMOKE, Maryland

Series 2, Series 63, Series 65Clean record35 years registeredPHILADELPHIA INVESTMENT MANAGEMENT CO

105 CLARKE AVENUE, POCOMOKE, MD 21851CRD# 1399613Firm CRD# 105391

Profile Verification

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

Identity

William Martin Shettle · POCOMOKE, MD

Registration

CRD #1399613 · PHILADELPHIA INVESTMENT MANAGEMENT CO · 35 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PHILADELPHIA INVESTMENT MANAGEMENT CO

PHILADELPHIA INVESTMENT MANAGEMENT CO

Feb 1991 – Oct 2024

POCOMOKE, MD

Registrations & Exams

FINRA examinations passed

Series 2

Series 63

Series 65

Registration record

First registered · February 19, 1991

Years registered · 35

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PHILADELPHIA INVESTMENT MANAGEMENT CO

CRD 105391 · SEC 801-26332

AUM

$75M

Regulatory assets under management

Employees

109 client accounts

Services offered by PHILADELPHIA INVESTMENT MANAGEMENT CO

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Market timing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at PHILADELPHIA INVESTMENT MANAGEMENT CO →

Introduction

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Frequently Asked Questions

What services does William Martin Shettle offer?

William Martin Shettle specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are William Martin Shettle's credentials?

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

Where is William Martin Shettle located?

William Martin Shettle is based in POCOMOKE, Maryland, last registered with PHILADELPHIA INVESTMENT MANAGEMENT CO.

How does William Martin Shettle charge for services?

William Martin Shettle'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 PHILADELPHIA INVESTMENT MANAGEMENT CO?

PHILADELPHIA INVESTMENT MANAGEMENT CO has approximately 1 employees and manages $75M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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Other Advisors at PHILADELPHIA INVESTMENT MANAGEMENT CO

John Paul Behrend

POCOMOKE, MD

Browse by Specialty

Investment Management Retirement Planning Wealth Management Financial Planning Fee-Only Advisory Financial Education

Nearby cities in Maryland

BALTIMORE (162)BETHESDA (145)ROCKVILLE (90)HUNT VALLEY (66)TOWSON (60)ANNAPOLIS (39)COLUMBIA (34)CHEVY CHASE (32)TIMONIUM (20)OWINGS MILLS (18)

City Guides

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Research

Advisor Fees in Maryland National Fee Analysis

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