William Levitt is a registered investment advisor, based in Salt Lake City, UT, with 23 years of industry experience.
Location
812 East 2100 South, Salt Lake City, UT, 84106
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
William is the Chief Financial Officer of Alta Lodge Corporation, a family-owned hotel/ski lodge. He dedicates minimal time to this role.
Employment History
Previous Registrations
Albion Financial Group
November 2002 - December 2025 · 23 yrs 1 mo
State Registrations2 states
IDUT
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.