William George Riley

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Monroeville, PA
• 11/2016 → 04/2017
  Wells Fargo Clearing Services, Llc
  Monroeville, PA
• 04/2017 → Present
  Wells Fargo Advisors Financial Network, Llc
  Monroeville, PA

Previous Registrations

• 1999-10-01 → 2017-04-21
  Wells Fargo Clearing Services, Llc
  Monroeville, PA

Other Businesses

TRUSTEE FOR THE RILEY FINANCIAL STRATEGIES GROUP 401K/PSP FBO ASSOCIATES & SELF; INV RELATED; MONROEVILLE, PA; FINET PRACTICE; START: 1/2022; 0 HR/MO; 0 DURING TRADING. RILEY FINANCIAL STRATEGIES GROUP LLC; INV. RELATED; MONROEVILLE, PA; 100% OWNERSHIP; START DATE 2017. CO-TRUSTEE OF (2) DAUGHTER'S TRUSTS; INV. RELATED; N. HUNTINGDON, PA; START DATE 7/10/19; LESS THAN 1 HR PER MONTH; MINIMAL HRS DURING TRADING. RILEY FINANCIAL STRATEGIES GROUP 401K FBO JOEL SCHOONOVER; INV RELATED;MONROEVILLE,PA; TRUSTEE;Power of Attorney START DATE: 08/01/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING; RILEY FINANCIAL STRATEGIES GROUP 401K FBO EVAN KING -; INV RELATED;MONROEVILLE,PA; TRUST; TRUSTEE/CO-TRUSTEE; START DATE: 08/01/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-06-18
• S63 Uniform Securities Agent State Law Examination
  1990-11-19

Other Names

• Bill Riley