Ameriprise Financial Services
47yrs
Top advisor by experience in Florham Park
46yrs
William Cooley has worked in the financial industry for 46 years and is a fiduciary financial advisor based in Florham Park, New Jersey. After a year at Morgan Stanley and seven years at Citigroup Global Markets, William joined Wells Fargo Advisors in 2010, a firm offering financial planning, investment management, and retirement plan consulting. Wells Fargo Advisors reports being paid through a percentage of assets, flat fees, and commissions.
One of 594 advisors with offices in Florham Park, and one of 556 fiduciaries.
At a glance
Experience46 years (since 1981)
How that compares ?Top 1% by experience in New Jersey
Office200 Campus Dr Suite 220, Florham Park, NJ 07932
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
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.
Career
- 2010 – nowWells Fargo Clearing Services, LLCCurrent firm
- Jun 2009 – Jun 2010Morgan StanleyPreviously
- 2002 – 2009Citigroup Global Markets Inc.Previously
Contact William
Local office(973) 377-2333Ask for William. (314) 875-3000Main office · St. Louis, MO 200 Campus Dr Suite 220Florham Park, NJ 07932Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About William
How do I contact William?
Call William’s local office at (973) 377-2333 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for William Cooley.
How long has William been a financial advisor?
William has been in the industry since 1981, about 46 years. Top 1% by experience in New Jersey.
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?
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.
Other advisors nearby
RBC Capital Markets
46yrs
Top 1% by experience in Florham Park
Mariner
46yrs
Top 1% by experience in New Jersey
LPL Financial
46yrs
Top 1% by experience in New Jersey
Jeffrey Matthews Wealth Management
46yrs
Top advisor by experience at Jeffrey Matthews Wealth Management
Merrill
46yrs
Top 1% by experience in New Jersey