AdvisorOS Directory
Claim Profile
WN

William Robert Newell

FRANKLIN STREET ADVISORS, INC.·CHAPEL HILL, North Carolina
Unclaimed Profile
1450 RALEIGH ROAD, CHAPEL HILL, NC 27517-8833CRD# 5774519Firm CRD# 106275
01

About

William Robert Newell is a registered financial advisor based in CHAPEL HILL, North Carolina, affiliated with FRANKLIN STREET ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
FRANKLIN STREET ADVISORS, INC.
FRANKLIN STREET ADVISORS INC.
AUM
$3.5B
Regulatory assets under management
Employees
39
Total firm employees
View all advisors at FRANKLIN STREET ADVISORS, INC. →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: SECURITY RECOMMENDATIONS
Regulatory
SEC/IARD CRD# 5774519
Firm CRD# 106275
4 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CHAPEL HILL?

Browse all registered financial advisors in CHAPEL HILL, North Carolina or claim this profile if it's yours.

Browse CHAPEL HILL AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does William Robert Newell offer?
William Robert Newell specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in CHAPEL HILL, North Carolina for a consultation.
What are William Robert Newell's credentials?
William Robert Newell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Robert Newell located?
William Robert Newell is based in CHAPEL HILL, North Carolina, working with FRANKLIN STREET ADVISORS, INC.. Their office serves clients in the CHAPEL HILL metropolitan area and surrounding communities.
How does William Robert Newell charge for services?
William Robert Newell's firm is compensated through percentage of aum, subscription fees, other: security recommendations. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FRANKLIN STREET ADVISORS, INC.?
FRANKLIN STREET ADVISORS, INC. has approximately 39 employees and manages $3.5B 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 →
Other advisors in CHAPEL HILL
Hannah Pinckney Mcmanus — TEAM WEALTH PLANNING AND MANAGEMENT, INC.Robert Chester Eubanks — FRANKLIN STREET ADVISORS INC.Carol Elizabeth Manzon — FRANKLIN STREET ADVISORS, INC.(jr) William Bonner Thompson — FRANKLIN STREET ADVISORS, INC.Mark William Yusko — WHITE RIVER VALUE ADVISORS, LLC
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)DURHAM (111)ASHEVILLE (94)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideDURHAM GuideASHEVILLE Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile