William Oley Hall

Employer firm

Clearstead; Clearstead Advisory Solutions CRD 105674

$33.9B regulatory AUM 12 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → Present
  Hartland & Co
  Portland, ME

Previous Registrations

• 2009-03-16 → 2014-12-31
  Zephyr Management, L.P.
  Portland, ME
• 2002-09-23 → 2002-12-31
  H.M. Payson
  Portland, ME

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-12-17

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Bill Hall
• Bill Hall