William H Cully

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 09/2015 → 11/2018
  Bank Of America, N.A.
  Columbus, GA
• 11/2018 → Present
  Royal Alliance
  Richmond, VA

Previous Registrations

• 2015-11-17 → 2018-10-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Columbus, GA

Other Businesses

1. CHESAPEAKE GROUP, LLC POSITION: Other NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/15/5018 ADDRESS: 7100 Forest Avenue, Suite 101, Richmond VA 23226, United States DESCRIPTION: Silent company owned by Kenneth (Kappy) Gross used to pay salary.... 2. Heron Creek Advisors POSITION: Registered Assistant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/15/2018 ADDRESS: 7100 Forest Avenue, Richmond VA 23226 DESCRIPTION: Registered Assistant.... 3. HERON CREEK ADVISORS POSITION: Insurance Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 01/30/2026 ADDRESS: 7100 Forest Ave, Suite 101, Richmond VA 23226, United States DESCRIPTION: Insurance Broker 4. HERON CREEK ADVISORS POSITION: Investment Advisor Representative Conducting Securities and Advisory Business under this business name NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/30/2026 ADDRESS: 7100 Forest Avenue, Suite 101, Richmond VA 23226, United States DESCRIPTION: Branding and Marketing under this business name 5. CHESAPEAKE GROUP, LLC POSITION: Other NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/15/5018 ADDRESS: 7100 Forest Avenue, Suite 101, Richmond VA 23226, United States DESCRIPTION: Silent company owned by Kenneth (Kappy) Gross used to pay salary.

Exams

• S66 Uniform Combined State Law Examination
  2015-11-06

Designations

• Certified Financial Planner

Other Names

• William Cully
• William Harold Cully