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William Frederick Pedersen

Stansberry Asset Management, LLC

Petaluma, CA

Westlake, TX

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Current Employers
Stansberry Asset Management, Llc

1600 Solana Boulevard Building 8 Suite 8100, Westlake, TX 76262 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-01-02
CA RA APPROVED 2023-03-17
  • TX RA
    APPROVED
    Since 2025-01-02
  • CA RA
    APPROVED
    Since 2023-03-17

Branch Locations

Petaluma, CA • United States

1600 Solana Boulevard Building 8 Suite 8100, Westlake, TX 76262 • 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
Stansberry Asset Management San Mateo CA 08/2016 Present
  • 08/2016 → Present
    Stansberry Asset Management
    San Mateo, CA
Previous Registrations
  • 2012-05-02 → 2014-08-08
    Osborne Partners
    San Francisco, CA
  • 2009-07-17 → 2012-03-06
    Advanced Equities, Inc.
    San Francisco, CA
    Chicago, IL
  • 2002-10-21 → 2009-07-17
    Fisher Investments
    Petaluma, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-17
S63 Uniform Securities Agent State Law Examination 2014-08-21
  • S65 Uniform Investment Adviser Law Examination
    2023-03-17
  • S63 Uniform Securities Agent State Law Examination
    2014-08-21
Other Names
  • William Frederick Pederson

View on SEC IAPD

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