William A. Owens

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CRD#: 3088110

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

William Arthur Owens was a registered financial professional .

William is a previously registered financial professional and started their career in finance in 1998. William had worked at 5 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

January 5, 2015 - November 25, 2020

CRESCENT HILL PARTNERS LLC

RIA

CRD#: 166276

FRANKLIN, MA

Past

June 4, 2014 - December 31, 2015

CRESCENT HILL ADVISORS LLC

RIA

CRD#: 171642

FRANKLIN, MA

Past

July 25, 2002 - January 31, 2014

VOYA RETIREMENT ADVISORS, LLC

RIA

CRD#: 3989

BRAINTREE, MA

Past

October 24, 2000 - January 31, 2014

VOYA RETIREMENT ADVISORS, LLC

CRD#: 3989

BRAINTREE, MA

Past

May 24, 2000 - October 11, 2000

CITISTREET EQUITIES LLC

CRD#: 7447

SOMERSET, NJ

Past

August 20, 1998 - May 24, 2000

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

CRD#: 30107

BOSTON, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CRESCENT HILL PARTNERS LLC

CRESCENT HILL PARTNERS LLC | SAGE HILL PARTNERS, LLC | SAGE HILL PARTNERS LLC

CRD#: 166276 / SEC#: 801-77562

RIA

Registered Investment Advisory firm - (1/29/2013 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/27/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/3/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 2/15/2001

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/13/1998

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 8/19/2011

Investment Company Products/Variable Contracts Principal Examination

Current Firm

CRESCENT HILL PARTNERS LLC

CRESCENT HILL PARTNERS LLC | SAGE HILL PARTNERS, LLC | SAGE HILL PARTNERS LLC

CRD#: 166276 / SEC#: 801-77562

RIA

Registered Investment Advisory firm - (1/29/2013 Approved)

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Contact information

Main Address

40 Long Alley, Saratoga Springs, NY 12866

Mailing Address

Phone number

(866) 744-3705

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV FORM 2A (9/30/2025)

Regulatory assets under management

Total Number of Accounts	348
AUM (Assets Under Management)	$ 263,861,041

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.

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Advisor Monitoring

Firm Stability Insights

William A. Owens

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CRESCENT HILL ADVISORS LLC

VOYA RETIREMENT ADVISORS, LLC

VOYA RETIREMENT ADVISORS, LLC

CITISTREET EQUITIES LLC

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

Primary Firm SEC Registration

CRESCENT HILL PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/27/2000

Series 63

Date: 9/3/1998

Series 7

Date: 2/15/2001

Series 6

Date: 8/13/1998

Series 26

Date: 8/19/2011

Current Firm

CRESCENT HILL PARTNERS LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CRESCENT HILL PARTNERS LLC

TRUST BUT VERIFY

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