William Albert Boselli

Employer firm

Strategic Wealth Partners Inc. CRD 158483

$40.0M regulatory AUM

Reported services (Item 5G)

Portfolio management (individuals)

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

Current Employers

Strategic Wealth Partners Inc.

West Palm Beach, FL • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-10-06

FL RA
APPROVED

Since 2025-10-06

Branch Locations

West Palm Beach, FL • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Sage Rutty & Company Inc	Rochester	NY	10/2008	Present
Strategic Wealth Artners	West Plam Beach	FL	10/2011	Present

10/2008 → Present

Sage Rutty & Company Inc

Rochester, NY
10/2011 → Present

Strategic Wealth Artners

West Plam Beach, FL

Previous Registrations

2021-09-15 → 2022-04-04

Strategic Wealth Partners Inc.

West Palm Beach, FL

West Palm Beach, FL
2011-04-26 → 2011-10-19

Sage, Rutty & Co., Inc.

Rochester, NY

Rochester, NY

Rochester, NY

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-08-13
S63	Uniform Securities Agent State Law Examination	1996-04-18

S65 Uniform Investment Adviser Law Examination

2021-08-13
S63 Uniform Securities Agent State Law Examination

1996-04-18

Other Names

William A Boselli

View on SEC IAPD