William K Chao is an investment adviser representative (IAR) with state registration records since 2005, appearing at 6 firms. Currently registered with STEWARD PARTNERS INVESTMENT ADVISORY, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 2023-12-11 | present | Yes |
| MORGAN STANLEY SMITH BARNEY LLC | 2019-04-23 | 2023-08-24 | — |
| SPIRE WEALTH MANAGEMENT, LLC | 2016-12-06 | 2019-03-25 | — |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 2008-06-25 | 2016-12-02 | — |
| RAYMOND JAMES FINANCIAL SERVICES, INC. | 2007-07-09 | 2007-09-11 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2005-03-03 | 2006-06-20 | — |