William Sittig, financial advisor Tallahassee FL
81 score

William Sittig

CRD Number: 5432041
Current Firm: H.d. Vest Advisory Services, Inc.

William Sittig (CRD# 5432041) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Tallahassee, FL and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Bill Sittig Cpa, LLC Tallahassee, FL Jan 2011 - Current 5
H.d. Vest Investment Services Tallahasse, FL Sep 2008 - Current 8
H.d. Vest Advisory Services Tallahassee, FL Aug 2007 - Current 9
Jett & Sittig, P.a. Tallahassee, FL Nov 2006 - Dec 2010 4
State Of Florida Tallahassee, FL Sep 2001 - Oct 2006 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2007
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for William P. Sittig
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, VT, WA, WI, WV

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BADGES
81

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