Wells Fargo Advisors
47yrs
Top advisor by experience in Collegeville
24yrs
William Bolas
Financial advisor at Wells Fargo Advisors
William Bolas has worked in the financial industry for 24 years and is a fiduciary financial advisor based in Collegeville, Pennsylvania. After three years at New England Securities and seven years at Ameriprise Financial Services, William joined Wells Fargo Advisors in 2024, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 66 advisors with offices in Collegeville, and one of 60 fiduciaries.
At a glance
Experience24 years (since 2002)
How that compares ?More experience than 70% of advisors nationwide
Office555 Second Avenue Suite D-300, Collegeville, PA 19426
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment 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.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2013 – 2024Wells Fargo Clearing Services, LLCPreviously
- 2010 – 2013New England SecuritiesPreviously
- 2002 – 2010Ameriprise Financial Services, LLCPreviously
Questions to ask William
Tailored to William’s registration and firm.
- 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 Wells Fargo Advisors at (314) 875-3000 and ask for William Bolas. William works from the Collegeville, PA office.
How long has William been a financial advisor?
William has been in the industry since 2002, about 24 years. More experience than 70% of advisors nationwide.
What licenses does William hold?
Series 66. 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?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask William for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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