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William Zerns Suplee

STRUCTURED ASSET MANAGEMENT, INC.·BERWYN, Pennsylvania
Clean recordSTRUCTURED ASSET MANAGEMENT, INC.
1205 WESTLAKES DRIVE, BERWYN, PA 19312CRD# 4744206Firm CRD# 129796

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Zerns Suplee · BERWYN, PA
Registration
CRD #4744206 · STRUCTURED ASSET MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

William Zerns Suplee is a registered financial advisor based in BERWYN, Pennsylvania, affiliated with STRUCTURED ASSET MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
STRUCTURED ASSET MANAGEMENT, INC.
STRUCTURED ASSET MANAGEMENT, INC.
AUM
$140M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at STRUCTURED ASSET MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4744206
Firm CRD# 129796
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does William Zerns Suplee offer?
William Zerns Suplee specializes in Financial Planning, Investment Management. Contact their office in BERWYN, Pennsylvania for a consultation.
What are William Zerns Suplee's credentials?
William Zerns Suplee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Zerns Suplee located?
William Zerns Suplee is based in BERWYN, Pennsylvania, working with STRUCTURED ASSET MANAGEMENT, INC.. Their office serves clients in the BERWYN metropolitan area and surrounding communities.
How does William Zerns Suplee charge for services?
William Zerns Suplee'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 STRUCTURED ASSET MANAGEMENT, INC.?
STRUCTURED ASSET MANAGEMENT, INC. has approximately 3 employees and manages $140M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at STRUCTURED ASSET MANAGEMENT, INC.

Mary Elaine Suplee
BERWYN, PA

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