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Detailed Report
WILLIAM DAVID OSHER
BILL OSHER, WILLIAM OSHER
CRD#: 1745860
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Investment Adviser
CERITY PARTNERS LLCCRD#: 151559 300 Drakes Landing Rd
Suite 172
Greenbrae, CA 94904
Registration History
199820002002200420062008201020122014201620182020202220242026IACERITY PARTNERS LLC (CRD# 151559)2024 - Present (<1 year)IAABBREA CAPITAL, LLC (CRD# 272029)2015 - 2024 (9 years)IAGENSPRING FAMILY OFFICES, LLC (CRD# 109278)2014 - 2015 (1 year)IACSI CAPITAL MANAGEMENT INC (CRD# 106382)2010 - 2011 (1 year)IATAMALPAIS WEALTH ADVISORS (CRD# 133629)2005 - 2010 (5 years)IAFEDERATED MDT ADVISERS (CRD# 109355)1997 - 2006 (9 years)
License(s)

State Registrations

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California 9/3/2024
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Texas 9/3/2024
Current Registration(s)
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CERITY PARTNERS LLC (CRD#:151559)
300 Drakes Landing Rd Suite 172, Greenbrae, CA 94904
Registered with this firm since 9/3/2024
Previous Registration(s)
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 07/13/2015 - 09/10/2024 ABBREA CAPITAL, LLC (CRD#:272029) GREENBRAE, CA
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 02/11/2014 - 07/13/2015 GENSPRING FAMILY OFFICES, LLC (CRD#:109278) SAN FRANCISCO, CA
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 03/01/2010 - 09/27/2011 CSI CAPITAL MANAGEMENT INC (CRD#:106382) SAN FRANCISCO, CA
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 04/06/2005 - 04/13/2010 TAMALPAIS WEALTH ADVISORS (CRD#:133629) SAN RAFAEL, CA
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 12/17/1997 - 12/18/2006 FEDERATED MDT ADVISERS (CRD#:109355) SAN FRANCISCO, CA
For additional information about investment advisers or broker-dealers, please visit
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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.
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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.