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RIA / WealthAdvisor23 years in industry

WILLIAM FREDERICK PEDERSEN

Advisor at STANSBERRY ASSET MANAGEMENT, LLC

WESTLAKE, TX | Petaluma, CA

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Search this name across graphsid dfx:ria:01d43f6a-7b6c-2ca6-e458-d73c16347f56

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Oct 21, 2002 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STANSBERRY ASSET MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 21, 2002earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Aug 21, 2014
First registration: Oct 21, 2002
Dual registered: no
Other names: WILLIAM FREDERICK PEDERSON
IAPD individual key: 2586686

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STANSBERRY ASSET MANAGEMENT, LLC	Independent wealth	Mar 17, 2023	n/a	yes	Petaluma, CA\|WESTLAKE, TX	Current employment
OSBORNE PARTNERS	Independent wealth	May 2, 2012	Aug 8, 2014	no	SAN FRANCISCO, CA	Previous registration
ADVANCED EQUITIES, INC.	Former SEC adviser	Jul 17, 2009	Mar 6, 2012	no	SAN FRANCISCO, CA\|CHICAGO, IL	Previous registration
FISHER INVESTMENTS	Independent wealth	Oct 21, 2002	Jul 17, 2009	no	PETALUMA, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
OSBORNE PARTNERS	STANSBERRY ASSET MANAGEMENT, LLC	Aug 8, 2014	Mar 17, 2023	3,143	Firm change after gap	Other
ADVANCED EQUITIES, INC.	OSBORNE PARTNERS	Mar 6, 2012	May 2, 2012	57	Firm change	Other
FISHER INVESTMENTS	ADVANCED EQUITIES, INC.	Jul 17, 2009	Jul 17, 2009	0	Firm change	Other

Relationships

Registered with (4)

→ STANSBERRY ASSET MANAGEMENT, LLCRegistered adviserregistration: current employment
Mar 17, 2023 to presentfactForm ADV
→ OSBORNE PARTNERSRegistered adviserregistration: previous registration
May 2, 2012 to Aug 8, 2014factForm ADV
→ ADVANCED EQUITIES, INC.Registered adviserregistration: previous registration
Jul 17, 2009 to Mar 6, 2012factForm ADV
→ FISHER INVESTMENTSRegistered adviserregistration: previous registration
Oct 21, 2002 to Jul 17, 2009factForm ADV

Dated events

No dated event names this entity yet.