Unclaimed Profile

William Henrytrotter Bush

BUSH O'DONNELL INVESTMENT ADVISORS, INC·ST LOUIS, Missouri

Series 2, Series 63Clean record29 years registeredBUSH O'DONNELL INVESTMENT ADVISORS, INC

353 MARSHALL AVENUE, SUITE M, ST LOUIS, MO 63119-1864CRD# 1579300Firm CRD# 104689

Profile Verification

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

Identity

William Henrytrotter Bush · ST LOUIS, MO

Registration

CRD #1579300 · BUSH O'DONNELL INVESTMENT ADVISORS, INC · 29 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BUSH O'DONNELL INVESTMENT ADVISORS, INC

BUSH O'DONNELL INVESTMENT ADVISORS, INC

Sep 1996 – Mar 2018

St. Louis, MO

Registrations & Exams

FINRA examinations passed

Series 2

Series 63

Registration record

First registered · September 10, 1996

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BUSH O'DONNELL INVESTMENT ADVISORS, INC

CRD 104689 · SEC 801-28037

AUM

$93M

Regulatory assets under management

Employees

31 client accounts

Services offered by BUSH O'DONNELL INVESTMENT ADVISORS, INC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at BUSH O'DONNELL INVESTMENT ADVISORS, INC →

Introduction

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Frequently Asked Questions

What services does William Henrytrotter Bush offer?

William Henrytrotter Bush specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are William Henrytrotter Bush's credentials?

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

Where is William Henrytrotter Bush located?

William Henrytrotter Bush is based in ST LOUIS, Missouri, last registered with BUSH O'DONNELL INVESTMENT ADVISORS, INC.

How does William Henrytrotter Bush charge for services?

William Henrytrotter Bush'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 BUSH O'DONNELL INVESTMENT ADVISORS, INC?

BUSH O'DONNELL INVESTMENT ADVISORS, INC has approximately 3 employees and manages $93M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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