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Advisor

William Brewster

RGA Investment Advisors · Great Neck, New York

William Brewster is a fee-only financial advisor at RGA Investment Advisors in Great Neck, New York, who holds the CFA credential. William charges a percentage of assets.

Percentage of assets Fee-only CFA

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Facts

FirmRGA Investment Advisors
Based in Great Neck, New York
Fee modelPercentage of assets
Assets under management$101.1M across 283 accounts
CredentialsCFA
SEC registration Investment adviser representative in FL · CRD 8140440
Firm size4 employees
Disclosures None reported
Websitewww.rgaia.com

How William's firm compares

  • RGA Investment Advisors's average account is about $357,000, from its Form ADV (assets managed divided by 283 accounts).

What fee-only advisors charge in New York

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Questions about William

Is William Brewster a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and RGA Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does William charge for financial advice?

William charges a percentage of assets.

Where is William Brewster based?

William Brewster is based in Great Neck, New York.

What credentials does William Brewster hold?

William Brewster holds the CFA credential.

Is William Brewster registered with the SEC?

Yes. William Brewster is registered as an investment adviser representative in FL (CRD 8140440), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does RGA Investment Advisors manage?

RGA Investment Advisors reports $101.1M across 283 accounts in assets under management.

How do I contact William Brewster?

Through William's website, www.rgaia.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

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