William Brian Raiteri

Employer firm

Sowell Management CRD 127145

$4.81B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/2009 → 11/2025
  Regions Bank
  Memphis, TN
• 11/2025 → 02/2026
  Raiteri Financial Solutions, Llc
  Bartlett, TN
• 02/2026 → Present
  Sowell Management
  Germantown, TN

Other Businesses

1) WisdomWealth Financial; Germantown, TN; investment-related; financial advisor; starting 02/2026; DBA used to provide and market insurance and financial services, investment advisory services offered through Sowell Management. 2) Licensed Insurance Agent in TN, AR, & MS; investment-related; Licensed Insurance Producer with lines of authority to sell life and accident/health policies; starting 01/2026; approx. 5 hours/month spent during trading hours dedicated to this activity; involves the sale of insurance products and policies for a commission.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-02-13