William B. Astrop

ASTROP ADVISORY

Atlanta, GA

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CRD#: 3154425

Professional summary

William Bowen Astrop JR. is a registered financial advisor currently at ASTROP ADVISORY CORPORATION located in Atlanta, Georgia.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. William has worked at 2 firms and has passed the Series 65 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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) - RIA

Click below to view William Bowen Astrop JR.'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

January 7, 2009 - Present

ASTROP ADVISORY CORPORATION

RIA

CRD#: 106738

Atlanta, GA

Past

September 28, 2000 - May 9, 2001

FIRST FUND DISTRIBUTORS, INC.

CRD#: 27038

PHOENIX, AZ

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
(1/7/2009)

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: 11/5/1998

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 6

Date: 9/27/2000

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ASTROP ADVISORY CORPORATION

ASTROP ADVISORY CORP | ASTROP ADVISORY CORPORATION

CRD#: 106738 / SEC#: 801-40000

RIA

Registered Investment Advisory firm - (6/30/2008 Terminated)

Georgia

Registered Investment Advisory firm - (12/10/2008 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Atlanta, GA

Mailing Address

2870 Peachtree Rd Ste 845, Atlanta, GA 30305

Phone number

(404) 816-9900

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	94
AUM (Assets Under Management)	$ 26,336,733

Red Flags

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

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William B. Astrop

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Bowen Astrop JR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

ASTROP ADVISORY CORPORATION

FIRST FUND DISTRIBUTORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 11/5/1998

Series 6

Date: 9/27/2000

Current Firm

ASTROP ADVISORY CORPORATION

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ASTROP ADVISORY CORPORATION

TRUST BUT VERIFY

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