MML Investors Services
42yrs
Top advisor by experience in Iselin
32yrs
William Bartly Wolf
Financial advisor at Hightower Advisors
At a glance
Experience32 years (since 1994)
How that compares ?Top 12% by experience in Iselin
Office33 Wood Ave South, Suite 600 Suite 600, Iselin, NJ 08830
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
States licensed ?1 state
Services through Hightower Advisors
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- Jan 2026 – nowHightower Advisors, LLCCurrent firm
- 2002 – 2014Merrill Lynch, Pierce, Fenner & Smith IncorporatedPreviously
Questions to ask William
Tailored to William’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About William
How do I contact William?
Call Hightower Advisors at 312-962-3800 and ask for William Bartly Wolf. William works from the Iselin, NJ office.
How long has William been a financial advisor?
William has been in the industry since 1994, about 32 years. Top 12% by experience in Iselin.
What licenses does William hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is William a fiduciary?
William is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is William paid?
Hightower Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask William for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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