WB

William Scott Balentine

25 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
10 advisors
Number of Clients
506 clients
Average Client Portfolio
$7.0B average
Assets Under Management
$3535.4B

Fee Structure

Financial Planning:Investment management only

This brochure describes the advisory services offered by BlackRock Fund Advisors and its affiliates. It does not include specific fee schedules. Fees for US Registered Funds, Private Funds, Institutional Separate Accounts and SMAs are determined separately.

Areas of Practice
Investment Management
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Advisor Information

Office location

400 Howard Street, San Francisco, CA, 94105

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

William owns a condo rental property and uses Airbnb/VRBO to connect with renters. He spent a few hours setting up the rental information, and ongoing time spent is minimal as a property manager handles the day-to-day operations.

Employment History
Current Registrations
Blackrock Investments, LLCBroker
January 2012 - Present · 14 yrs
Blackrock Investments, LLC
January 2012 - Present · 14 yrs
Blackrock Fund Advisors
January 2010 - Present · 16 yrs
Previous Registrations
Blackrock Fund Distribution CompanyBroker
December 2008 - December 2011 · 3 yrs
Barclays Global Investors ServicesBroker
July 2001 - December 2009 · 8 yrs 5 mos
Wells Fargo Van Kasper, LLCBroker
March 2001 - May 2001 · 2 mos
Wells Fargo Investments, LLCBroker
December 2000 - May 2001 · 5 mos
Wells Fargo Brokerage Services, L.L.C.Broker
May 2000 - December 2000 · 7 mos
Wells Fargo Securities INC.Broker
January 2000 - May 2001 · 1 yr 4 mos
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.