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William Zerns Suplee

Apella Wealth

West Hartford, CT

Berwyn, PA

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Current Employers
Apella Wealth

65 Memorial Drive Suite C340, West Hartford, CT 06107 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-06-18
CT RA APPROVED 2022-10-05
PA RA APPROVED 2022-10-05
  • TX RA
    APPROVED
    Since 2025-06-18
  • CT RA
    APPROVED
    Since 2022-10-05
  • PA RA
    APPROVED
    Since 2022-10-05

Branch Locations

65 Memorial Drive Suite C340, West Hartford, CT 06107 • United States

1205 Westlakes Drive Suite 370, Berwyn, PA 19312 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Structured Asset Management, Inc. Phoenixville PA 10/2003 Present
Apella Capital, Llc Berwyn PA 10/2022 Present
  • 10/2003 → Present
    Structured Asset Management, Inc.
    Phoenixville, PA
  • 10/2022 → Present
    Apella Capital, Llc
    Berwyn, PA
Previous Registrations
  • 2004-03-15 → 2022-11-16
    Structured Asset Management, Inc.
    Phoenixville, PA
Designations
Other Names
  • Bill Suplee

View on SEC IAPD

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MCCARY ANHEUSER WEALTH MANAGEMENT, LLC · WEST HARTFORD, CT
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CETERA INVESTMENT ADVISERS LLC · WEST HARTFORD, CT
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