William J. Sifer

DSC FINANCIAL ADVISORS, LTD.

RICHBORO, PA 18954

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CRD#: 4558069

Professional summary

William Joseph Sifer is a registered financial advisor currently at DSC FINANCIAL ADVISORS, LTD. located in Richboro, Pennsylvania.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. William has worked at 1 firm .

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.

Name of the other business: deGrouchy, Sifer & Company; Investment-related: No; Address of the other business: 981 Second St. Pike, Rear Building; Richboro, PA 18954; Nature of the other business: Accounting Firm; Position/Title: CPA/Owner; Start date of relationship: January 1983; Approximate number of hours/month devoted to the other business: 160; hours/month; During securities trading hours: 160; Describe your duties relating to the other business: Accounting services

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Joseph Sifer'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

June 30, 2000 - Present

DSC FINANCIAL ADVISORS, LTD.

Office #1: 981 Second Street Pike Rear Building, Richboro, PA 18954

RIA

CRD#: 121548

RICHBORO, PA

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

Pennsylvania
(6/30/2000)

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

Current Firm

DSC FINANCIAL ADVISORS, LTD.

CRD#: 121548 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (6/30/2000 Approved)

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Contact information

Main Address

981 Second Street Pike Rear Building, Richboro, PA 18954

Mailing Address

Phone number

(215) 322-4084

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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