Morgan Stanley
46yrs
Top advisor by experience in Providence
4yrs
William Ebersold
Financial advisor at Wellth Advisory Services
William Ebersold has worked in the financial industry for 4 years and is a fiduciary financial advisor based in Providence, Rhode Island. William has been with Wellth Advisory Services since 2024; before that, William spent a year at Global Retirement Partners and less than a year at Ameriprise Financial Services. Wellth Advisory Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 477 advisors with offices in Providence, and one of 451 fiduciaries.
At a glance
Experience4 years (since 2023)
How that compares ?4 years in the industry
Office42 Weybosset Street, Penthouse, Providence, RI 02903
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$313,006
Advisors at the firm73
States licensed ?1 state
Services through Wellth Advisory Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
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 – nowWellth Advisory Services, LLCCurrent firm
- Sep 2023 – Jul 2024Global Retirement Partners LLCPreviously
- Apr 2023 – Jul 2023Ameriprise Financial Services, LLCPreviously
Questions to ask William
Tailored to William’s registration and firm.
- 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 Wellth Advisory Services at (866) 777-4015 and ask for William Ebersold. William works from the Providence, RI office.
How long has William been a financial advisor?
William has been in the industry since 2023, about 4 years. 4 years in the industry.
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?
Wellth Advisory Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. 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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