William Duvall, financial advisor Groton CT

William Duvall

CRD Number: 4746407
Current Firm: Sightline Wealth Advisors, LLC

William Duvall (CRD# 4746407) is an Investment Advisor Representative working at Sightline Wealth Advisors, LLC in Groton, CT and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Sightline Wealth Advisors, LLC Groton, CT May 2015 - Current 6
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
Contact Info for William E. Duvall
Phone Number: (860) 448-0611
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    198
    MILLIONS
  • Total Number of Accounts
    795
    ACCOUNTS
  • Average Account Value
    $249,082
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CT, FL, NE, NY, RI

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