William Witt is a registered investment advisor, based in Cleveland, OH, with 48 years of industry experience.
Location
6200 Rockside Road, #100, Cleveland, OH, 44131
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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.
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William works as an investment advisor under Vantage RIA and is also a financial advisor/owner at Witt & Moss Financial Partners, LLC, dedicating full-time hours to this role. Additionally, William serves on the finance committee for the United Church of Christ, spending minimal time on this activity.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Vantage Financial Group, INC.
Previous Registrations
Cetera Advisor Networks LLC
Walnut Street Securities, INC.
Walnut Street Securities, INC.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
State Registrations12 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.