William Christie
William Christie is a registered investment advisor at Jm&a Group Dealership Insurance Services, based in North Haven, CT, with 28 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
North Haven, CT
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Regulatory History
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 ActivitiesSells Insurance
William receives trail income from insurance business he wrote at Mass Mutual. This activity is investment-related.
Employment History
Current Registrations
Jm&a Group Dealership Insurance Services
Previous Registrations
MML Investors Services, LLCBroker
Allstate Financial Services, LLCBroker
Citizens Securities, INC.Broker
Allstate Financial Services, LLCBroker
Park Avenue Securities LLCBroker
MML Investors Services, INC.
MML Investors Services, INC.Broker
Painewebber IncorporatedBroker
State Registrations4 states
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.