Investment Adviser Public Disclosure SECNASAASECNASAASECNASAA
  • Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
< Back to Results
Detailed Report
WILLIAM CHARLES GREENWALD II
BILL CHARLES GREENWALD, Memo (Guillermo) Greenwald
CRD#: 1537372
IA
Investment Adviser
B
Broker
PRIVATE PORTFOLIO OF SAN DIEGOCRD#: 36644 333 H STREET
SUITE 5000
CHULA VISTA, CA 91910
Registration History
19901995200020052010201520202025IAPRIVATE PORTFOLIO OF SAN DIEGO (CRD# 36644)2022 - Present (2 years)BPRIVATE PORTFOLIO, INC. (CRD# 36644)2016 - Present (9 years)BFARMERS FINANCIAL SOLUTIONS, LLC (CRD# 103863)2007 - 2015 (8 years)BFIRST AMERICAN NATIONAL SECURI... (CRD# 10111)1986 - 1990 (4 years)
License(s)

State Registrations

B
California 1/14/2016
B
Texas 9/20/2016
IA
California 7/22/2022

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
PRIVATE PORTFOLIO OF SAN DIEGO (CRD#:36644)
333 H STREET SUITE 5000, CHULA VISTA, CA 91910
Registered with this firm since 7/22/2022
B
PRIVATE PORTFOLIO, INC. (CRD#:36644)
333 H STREET SUITE 5000, CHULA VISTA, CA 91910
Registered with this firm since 1/14/2016
Previous Registration(s)
th hidden textth hidden textNameLocation
B
 10/15/2007 - 12/21/2015 FARMERS FINANCIAL SOLUTIONS, LLC (CRD#:103863) SAN DIEGO, CA
B
 09/02/1986 - 12/31/1990 FIRST AMERICAN NATIONAL SECURITIES, INC. (CRD#:10111)
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.