William Brosnan
MIO Partners · New York, New York
William Brosnan is a fee-only financial advisor at MIO Partners in New York, New York. MIO Partners reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | MIO Partners |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees · Performance-based fees |
| Assets under management | $59.59B across 75 accounts |
| SEC registration | Investment adviser representative in NY · CRD 6351109 |
| Exams passed | Series 63 (2026) · Series 65 (2024) |
| Firm size | 287 employees |
| Disclosures | None reported |
| Website | www.miopartners.com |
How William's firm compares
- MIO Partners's average account is about $794.5 million, from its Form ADV (assets managed divided by 75 accounts).
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Questions about William
Is William Brosnan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and MIO Partners 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's firm, MIO Partners, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is William Brosnan based?
William Brosnan is based in New York, New York.
Is William Brosnan registered with the SEC?
Yes. William Brosnan is registered as an investment adviser representative in NY (CRD 6351109), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does MIO Partners manage?
MIO Partners reports $59.59B across 75 accounts in assets under management.
How do I contact William Brosnan?
Through William's website, www.miopartners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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