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WD

William T. Downey

REV CAPITAL
MARIETTA, GA
Some features on this profile are disabled
CRD#: 2807026
WD

Professional summary


William Thomas Downey III, who also goes by Bill Downey, is a registered financial advisor currently at REV CAPITAL, LLC located in Marietta, Georgia.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. William has worked at 6 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Bill Downey

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view William Thomas Downey III's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

December 7, 2016 - Present

REV CAPITAL, LLC

RIA
CRD#: 282132
MARIETTA, GA
Past

November 21, 2011 - December 5, 2016

KALOS MANAGEMENT

RIA
CRD#: 133025
MARIETTA, GA
Past

November 17, 2011 - December 5, 2016

KALOS CAPITAL, INC.

BD
CRD#: 44337
Marietta, GA
Past

October 14, 2010 - December 6, 2011

KESTRA INVESTMENT SERVICES, LLC

RIA
CRD#: 42046
ALPHARETTA, GA
Past

July 15, 2008 - December 6, 2011

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
ALPHARETTA, GA
Past

January 1, 2008 - July 23, 2008

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
DULUTH, GA
Past

January 1, 2008 - July 23, 2008

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
DULUTH, GA
Past

May 8, 2003 - January 1, 2008

A. G. EDWARDS & SONS, INC.

RIA
CRD#: 4
DULUTH, GA
Past

November 11, 1996 - January 3, 2008

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
DULUTH, GA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Georgia
(12/7/2016)

Exams


State Security Law Exam
RR
Series 63
Date: 11/15/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


RC
REV CAPITAL, LLC
REV CAPITAL, LLC

CRD#: 282132 / SEC#:

Georgia
Registered Investment Advisory firm - (2/19/2016 Approved)
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Contact information


Main Address
3535 Roswell Road Suite 23, Marietta, GA 30062
Mailing Address
Phone number
(678) 456-5546
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts161
AUM (Assets Under Management)$ 54,604,836

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


REV CAPITAL, LLC

CRD#: 282132Marietta, GA

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