William J. Schatz
Professional summary
William James Schatz, AIF®, CFP®, who also goes by Willie Schatz, is a registered financial advisor currently at ELLIOTT COVE CAPITAL MANAGEMENT located in Stanwood, Washington.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. William has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William James Schatz's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 12, 2003 - Present
ELLIOTT COVE CAPITAL MANAGEMENT
Office #1: 9818 State Rt 532, Stanwood, WA 98292January 2, 2009 - December 22, 2025
LINCOLN INVESTMENT
January 2, 2009 - December 22, 2025
LINCOLN INVESTMENT
February 15, 2005 - December 31, 2008
MM ASCEND LIFE INVESTOR SERVICES, LLC
August 1, 2000 - February 15, 2005
PMG SECURITIES CORPORATION
February 5, 1992 - August 1, 2000
INVESTORS BROKERAGE SERVICES, INC.
Primary Firm SEC Registration
ELLIOTT COVE CAPITAL MANAGEMENT
CRD#: 123636 / SEC#: 801-63436
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/12/2003)
(1/12/2022)
(5/12/2003)
Exams
Current Firm
ELLIOTT COVE CAPITAL MANAGEMENT
CRD#: 123636 / SEC#: 801-63436
Contact information
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 748 |
| AUM (Assets Under Management) | $ 348,161,285 |
Red Flags
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