William James Seybold

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

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

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

Current Employers

Employment History

• 11/2011 → 08/2020
  Securities Service Network
  Rochester, NY
• 11/2011 → 08/2020
  Ssn Advisory Inc
  Rochester, NY
• 08/2020 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2011-11-07 → 2020-08-03
  Ssn Advisory, Inc.
  Rochester, NY
• 2005-01-25 → 2007-01-03
  Voya Financial Partners, Llc
  Latham, NY
  Rochester, NY
  Rochester, NY

Other Businesses

1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING 08/3/20 2) WILLIAM J SEYBOLD MBA, CFP, RICP, CLU, 31 TORREY PINE DRIVE, ROCHESTER, NY,INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 10/06/20, INV REL, 10/YR- 10/TRADING 3) SEYBOLD WEALTH MANAGEMENT / ROCHESTER, NY 14612 / 05/01/2022 / INV REL / DBA - ADVISOR BUSINESS / 160 HR/MO - 80 HR/MO TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-09-22
• S63 Uniform Securities Agent State Law Examination
  1996-04-04

Designations

• Certified Financial Planner

Other Names

• William J Seybold
• Bill Seybold