William Robert Pirolli

Current Employers

Employment History

• 01/2008 → Present
  Bentley Wealth Advisors, Llc
  Warwick, RI
• 01/2007 → 12/2021
  Disanto Priest & Co
  Warwick, RI
• 07/2023 → 12/2024
  Succession Institute, Llc
  Austin, TX

Previous Registrations

• 2018-06-29 → 2018-12-31
  Bentley Wealth Advisors, Llc
  Warwick, RI
• 2000-04-10 → 2012-05-03
  Creative Resources Investment Advisors Llc
  Warwick, RI
• 2008-02-20 → 2011-01-04
  Bentley Wealth Advisors, Llc
  Warwick, RI

Other Businesses

DP REALTY, LLC, REAL ESTATE HOLDING, 117 METRO CENTER BLVD, WARWICK, RI, 02886, 01/2008, 0 HOURS DEVOTED MONETA INVESTORS, LLC, INCOME PASS THROUGH ENTITY, 117 METRO CENTER BLVD, WARWICK, RI, 02886, 01/2011, 0 HOURS DEVOTED MR. PIROLLI IS THE TRUSTEE FOR THE FOLLOWING TRUSTS AND DEVOTES SEVERAL HOURS EACH MONTH TO THE REQUIRED DUTIES: VAN RENSSELAER IRREVOCABLE FAMILY TRUST AS OF 11/2004; FINANCIAL GUARDIAN FOR STEPHEN VAN RENSSELAER AS OF 11/2003 SUCCESSION INSTITUTE, LLC; NON INVESTMENT-RELATED; 28631 N 66TH AVE., PHOENIX, AZ 85083; EXECUTIVE VICE PRESIDENT OF FIRM SERVICES; SINCE 7/1/23 (INDEPENDENT CONTRACTOR SINCE 1/1/25); 20 HRS/MONTH; PROVIDE MANAGEMENT ADVISORY SERVICES TO CPA FIRMS/PRIVATE BUSINESSES IN THE AREA OF STRATEGIC PLANNING, SUCCESSION PLANNING, LEADERSHIP, AND GOVERNANCE.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-06

Designations