William Sergautis, financial advisor Hollywood FL

William Sergautis

CRD Number: 2528422
Current Firm: Growthvest

William Sergautis (CRD# 2528422) is an Investment Advisor Representative working at Growthvest in Hollywood, FL and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Charttrader Miami Beach, FL Apr 2007 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1995
S66 NASAA Uniform Combined State Law Examination Jan 2004
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for William D. Sergautis
Phone Number: 305-962-6679
Registered State(s):
  • FL
Current Firm Details
Growthvest
Firm's CRD Number: 143645
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States

FL

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