William Charles Hellmers

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 12/2002 → Present
  Royal Alliance Associates, Inc.
  White Plains, NY

Other Businesses

1) MAIORANO & ASSOCIATES, INC; INVESTMENT RELATED; 8754 BAY 16TH STREET BROOKLYN NY 11214; STATUTORY AGENT; STARTED 10/01/2004; 3 HRS/MTH; 0 HRS/MTH DURING ST HOURS; PROVIDED FIXED ANNUITIES, LIFE INSURANCE, LONG-TERM CARE AND HEALTH INSURANCE. 2) MAIORANO & ASSOCIATES INC; NON-INVESTMENT RELATED; 8754 BAY 16TH STREET BROOKLYN NY 11214; PARTNER; STARTED 10/01/2004; 10 HRS/MTH; .5 HR/MTH DURING ST HOURS; TAX PREPARATION. 3) WILLIAM HELLMERS; NON-INVESTMENT RELATED; 20 HIGH STREET PORT WASHINGTON NY 11050; OWNER; STARTED 08/01/2008; 3 HRS/MTH; 0 HRS/MTH DURING ST HOURS; RENTAL PROPERTY.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-04-10
• S63 Uniform Securities Agent State Law Examination
  1984-06-08

Other Names

• William Charles Ii Hellmers
• Bill Hellmers Alias