William Duvall (CRD# 4746407) is an Investment Advisor Representative working at Sightline Wealth Advisors, LLC in Groton, CT and has over 15 years of experience in the finance industry.
CRD# 5089860
Lansdowne Wealth Management, LLC
CRD# 4579297
Upper Left Wealth Management, LLC
CRD# 5623606
Citizens Securities, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Sightline Wealth Advisors, LLC | Groton, CT | May 2015 - Current | 9 |
Pellish And Steffen, LLC | Groton, CT | Nov 2007 - May 2015 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 2008 |
S65 | NASAA Investment Advisors Law Examination | Nov 2018 |
- CT
-
Total Assets Under Management242MILLIONS
-
Total Number of Accounts799ACCOUNTS
-
Average Account Value$303,376
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CT, FL, NE, NY, RI
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