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Bill Few Associates, Inc. CRD 133561
$2.72B regulatory AUM 11 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2100 Georgetown Drive Suite 600, Sewickley, PA 15143 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-12-22 |
Branch Locations
740 Washington Road, Suite 100, Pittsburgh, PA 15228 • United States
2100 Georgetown Drive Suite 600, Sewickley, PA 15143 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Greater Latrobe High School | Latrobe | PA | 06/2014 | 06/2018 |
| Westmoreland Mechanical Testing And Research | Latrobe | PA | 06/2016 | 12/2020 |
| Robert Morris University | Moon Township | PA | 08/2018 | 12/2021 |
| Dunbar Bender And Zapf | Pittsburgh | PA | 06/2021 | 08/2021 |
| Bill Few Associates, Inc. | Pittsburgh | PA | 07/2021 | 01/2023 |
| Bill Few Associates, Inc. | Pittsburgh | PA | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-21 |
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