William W. Chisholm
Professional summary
William Wash Chisholm JR is a registered financial advisor currently at TIDEWATER WEALTH ADVISORS located in Savannah, Georgia.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1973. William has worked at 5 firms and has passed the Series 65, Series 63, PC, Series 1 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William Wash Chisholm JR's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 10, 2025 - Present
TIDEWATER WEALTH ADVISORS
November 8, 2010 - December 31, 2024
TIDEWATER WEALTH ADVISORS
December 14, 2005 - August 25, 2006
INTL ADVISORY CONSULTANTS INC.
March 18, 2003 - August 25, 2006
STERNE, AGEE & LEACH, INC.
September 20, 1991 - August 25, 2006
STERNE, AGEE & LEACH, INC.
October 14, 1988 - October 1, 1991
WACHOVIA SECURITIES, INC.
February 1, 1973 - October 14, 1988
JOHNSON, LANE, SPACE, SMITH & CO., INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/10/2025)
Exams
PC
Date: 10/17/1977
AMEX Put and Call ExamSeries 1
Date: 1/24/1973
Registered Representative ExaminationSeries 8
Date: 5/1/1985
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
TIDEWATER WEALTH ADVISORS
CRD#: 155014 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 20 |
| AUM (Assets Under Management) | $ 15,404,827 |
Red Flags
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