William Berger has held the title Elected Manager, Chief Compliance Officer at Oakmont Wealth Advisory since September 2018, is a control person of the firm and directly owns under 5% of it. William Berger holds a Bachelor of Science in Finance from the University of Baltimore and a Master of Science in Finance from the University of Baltimore.
Oakmont Wealth Advisory, LLC is a Columbia, MD firm with $124M under management, 65 clients and 2 advisers in one office, as of its March 2026 filing.
David Berger is Client Advisor and Managing Partner of White Oak Wealth Management, which he founded in 2016. His background includes a 20 year career in the banking, trust and registered investment advisory industries. He continues to work with clients as well as many of their adult children.
William Berger’s longest registration is the current one, 7 years at Oakmont Wealth Advisory since 2019. Before joining Oakmont Wealth Advisory in 2019, William Berger was registered through Hayden Royal and Biegel Waller Investment Advisory Services.
- White Oak Wealth ManagementCurrent– present · 7 yearsColumbia, MD · Adviser representative · Firm CRD 299021
- Hayden Royal– · 2 yearsColumbia, MD · Adviser representative · Firm CRD 170037
- Biegel Waller Investment Advisory Services– · 3 yearsColumbia, MD · Adviser representative · Firm CRD 109597
Investment adviser representative registrations
William Berger is registered as an investment adviser representative in Maryland, since January 2019.
- MarylandSince 3 January 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 February 2013 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- William David Berger
- CRD
- 2258317
- Firm
- Oakmont Wealth Advisory · CRD 299021
- Role
- Elected Manager, Chief Compliance Officer
- Office
- 8840 STANFORD BOULEVARD, SUITE 4000, Columbia, MD 21045
- Registration
- Investment adviser registration
- In the industry since
- February 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- whiteoakwealthmanagement.com
Where does William Berger work?
William Berger has held the title Elected Manager, Chief Compliance Officer at Oakmont Wealth Advisory, LLC since September 2018, and is a control person of the firm.
Is William Berger a financial advisor?
Yes. William Berger has a current investment-adviser registration in Maryland, through Oakmont Wealth Advisory since January 2019.
How many years of experience does William Berger have?
William Berger has 13 years in the financial industry, since February 2013, across 3 adviser firms.
What exams has William Berger passed?
William Berger passed the Series 65 in February 2013.
Where did William Berger work before Oakmont Wealth Advisory?
Before Oakmont Wealth Advisory, William Berger was registered through Biegel Waller Investment Advisory Services, February 2013 to June 2016.
Where is William Berger based?
William Berger’s registered office is in Columbia, MD.
Is William Berger registered with FINRA?
No. William Berger has no current broker registration.
How can I verify William Berger’s record?
Search CRD 2258317 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Berger’s full registration record.