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William Patrick Skuse

The 401(K) Expert

Pittsford, NY

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Current Employers
The 401(K) Expert

Pittsford, NY • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-09-10
  • NY RA
    APPROVED
    Since 2021-09-10

Branch Locations

Pittsford, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Armbruster Capital Management Pittsford NY 03/2014 05/2017
The 401(K) Expert, Llc Pittsford NY 05/2017 Present
  • 03/2014 → 05/2017
    Armbruster Capital Management
    Pittsford, NY
  • 05/2017 → Present
    The 401(K) Expert, Llc
    Pittsford, NY
Other Businesses

William Skuse Insurance. Not investment related. 7 Esternay Lane Pittsford NY 14534. Service insurance policies previously sold. Sole proprietor. Owner. 7-1-2000. Five. Five. I service life insurance policies that were previously sold when I was actively in the life insurance sales business. I no longer sell life insurance and haven't since 2014.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-03-05
  • S63 Uniform Securities Agent State Law Examination
    1993-03-05
Designations

View on SEC IAPD

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