William Winters (CRD# 6561554) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in New Paltz, NY and has over 7 years of experience in the finance industry.
CRD# 7025158
Oppenheimer & Company Inc.
CRD# 5619407
Edward Jones
CRD# 5727035
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Clearpath Advisors, Inc. | New Paltz, NY | Feb 2022 - Current | 2 |
| Cetera Financial Specialists LLC | Schaumburg, IL | Nov 2015 - Current | 8 |
| Cetera Investment Advisers LLC | Schaumburg, IL | Nov 2015 - Current | 8 |
| Fillette And Schain Wealth Management | New Paltz, NY | Nov 2015 - Feb 2022 | 6 |
| Inner Space Systems | Brewster, NY | Jan 1998 - Apr 2017 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2016 |
- NJ
- NY
-
Total Assets Under Management104,469MILLIONS
-
Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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