Advisor at William J. Sumski
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Firm
William J. Sumski
Location
Harrisburg, PA
Credentials
Series 63, Series 65
Industry experience
3 years
William Sumski is the sole advisor at William J. Sumski, an independent firm based in Harrisburg, PA. He holds Series 63 and Series 65 designations and has three years of industry experience, with 18 years working at his current firm. The firm provides portfolio management and financial planning services to individual investors, focusing on mutual funds, exchange-traded funds, managed account programs, and IRA rollover recommendations. It follows a long-term purchase approach using fundamental, technical, and cyclical analysis, operating primarily on a non-discretionary basis with regular portfolio evaluations and client-directed trade decisions.
0.50% to 1.50% annually, negotiable
Harrisburg, PA
Pennsylvania
William Joseph Sumski
2008 - Present (18 years)
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