AdvisorOS Directory
Claim Profile
Unclaimed Profile
WS

William Theodore Spiropoulos

CORESTATES CAPITAL ADVISORS, LLC·NEWTOWN, Pennsylvania
Clean recordCORESTATES CAPITAL ADVISORS, LLC
115 PHEASANT RUN, NEWTOWN, PA 18940CRD# 856173Firm CRD# 137697

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Theodore Spiropoulos · NEWTOWN, PA
Registration
CRD #856173 · CORESTATES CAPITAL ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

William Theodore Spiropoulos is a registered financial advisor based in NEWTOWN, Pennsylvania, affiliated with CORESTATES CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

Speak with William

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if William is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
CORESTATES CAPITAL ADVISORS, LLC
CORESTATES CAPITAL ADVISORS, LLC
AUM
$505M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at CORESTATES CAPITAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 856173
Firm CRD# 137697
View on FINRA BrokerCheck →

Looking for a financial advisor in NEWTOWN?

Browse all registered financial advisors in NEWTOWN, Pennsylvania or claim this profile if it's yours.

Browse NEWTOWN AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does William Theodore Spiropoulos offer?
William Theodore Spiropoulos specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in NEWTOWN, Pennsylvania for a consultation.
What are William Theodore Spiropoulos's credentials?
William Theodore Spiropoulos is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Theodore Spiropoulos located?
William Theodore Spiropoulos is based in NEWTOWN, Pennsylvania, working with CORESTATES CAPITAL ADVISORS, LLC. Their office serves clients in the NEWTOWN metropolitan area and surrounding communities.
How does William Theodore Spiropoulos charge for services?
William Theodore Spiropoulos's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CORESTATES CAPITAL ADVISORS, LLC?
CORESTATES CAPITAL ADVISORS, LLC has approximately 12 employees and manages $505M 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 at CORESTATES CAPITAL ADVISORS, LLC

Graham David Foster
NEWTOWN, PA

More Advisors in NEWTOWN, Pennsylvania

Erik Nmn Mosholt
46 PEAKS LLC·NEWTOWN, PA
Kenneth Charles Coniglio
PWA FINANCIAL·NEWTOWN, PA
Steven Chungho Zang
TWENTY ACRE CAPITAL LP·NEWTOWN, PA
Antonio Luis Ferre Rangel
KINGBIRD INVESTMENT MANAGEMENT LLC·NEWTOWN, PA
James Michael Carlucci
PWA FINANCIAL·NEWTOWN, PA
Robert Joseph Savino
PRISM ADVISORY GROUP, LLC·NEWTOWN, PA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)BERWYN (136)WEST CONSHOHOCKEN (127)MALVERN (124)HARRISBURG (82)LANCASTER (80)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Request removal of this profile