William Charles Dahm

Employer firm

Provenance Wealth Advisors CRD 126529

$4.44B regulatory AUM 80 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• PORTFOLIO CONSULTING SERVICES

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

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

Current Employers

Employment History

• 11/2020 → 06/2022
  Rbc Capital Markets, Llc
  Philadelphia, PA
• 08/2019 → 11/2020
  Emoney Advisor Llc
  Radnor, PA
• 10/2014 → 12/2016
  Oskin Leadership Institute
  Chester, PA
• 05/2015 → 09/2016
  Airport Diner
  Ocean City, NJ
• 08/2017 → 08/2019
  Emoney Advisor Llc
  Radnor, PA
• 01/2017 → 08/2017
  None
  Philadelphia, PA
• 06/2022 → 06/2024
  Citizens Securities, Inc.
  Philadelphia, PA
• 06/2024 → 10/2024
  Unemployed
  West Palm Beach, FL
• 10/2024 → Present
  Pwa Securities Llc
  West Palm Beach, FL

Previous Registrations

• 2022-06-28 → 2024-06-27
  Citizens Securities, Inc.
  Westwood, MA
  Philadelphia, PA
  Hatboro, PA
  Somers Point, NJ
• 2021-03-24 → 2022-06-28
  Rbc Capital Markets, Llc
  Philadelphia, PA

Other Businesses

Provenance Wealth Advisors- Independent RIA - 200 E. Las Olas Blvd 19th Fl Ft.Lauderdale, FL 33301 - Employee- Start Date 10/7/2024 less than 40 hours per week for administrative duties.

Exams

• S66 Uniform Combined State Law Examination
  2021-05-17

Designations

• Certified Financial Planner

Other Names

• Bill Dahm
• Williams Charles Dahm Iii