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William Zerns Suplee

STRUCTURED ASSET MANAGEMENT, INC.·BERWYN, Pennsylvania
Clean record22 years registeredSTRUCTURED 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. · 22 years registered
Brand Profile
Not yet started
01

Career History

APELLA WEALTH
Oct 2022 – present
STRUCTURED ASSET MANAGEMENT, INC.
Mar 2004 – Nov 2022
PHOENIXVILLE, PA
02

Registrations & Exams

Registration record
First registered · March 15, 2004
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
STRUCTURED ASSET MANAGEMENT, INC.
CRD 129796 · SEC 801-121855
AUM
$140M
Regulatory assets under management
Employees
3
88 client accounts
Services offered by STRUCTURED ASSET MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at STRUCTURED ASSET MANAGEMENT, INC. →
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05

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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