William P. Hussey

CLEARTREE ASSET MANAGEMENT

TAMPA, FL 33606

Some features on this profile are disabled

CRD#: 4627544

Professional summary

William Patrick Hussey, CFP®, who also goes by Fritz Hussey, William P Hussey, is a registered financial advisor currently at CLEARTREE ASSET MANAGEMENT, INC. located in Tampa, Florida.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. William has worked at 7 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Fritz Hussey | William P Hussey

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.

1) Changing Minds of Tampa Bay.; treasurer; non-profit. no compensation. 5156, 101 E Kennedy Blvd, Suite 3700, Tampa, FL, 33602. Not Investment Related. 1-5 Hours /Month Non Business. 1-5 Hours / Month Business. 2) Cleartree Asset Management, Inc. President; RIA; 100% ownership. 150+ hours/month; estimated income: 100K. Investment Related. 3) Cleartree Asset Management, Inc; President; sale of fixed annuities and life insurance; Investment Related. 5 hours/month. estimated income: less than 100K 4) Creative One Securities; Registered Representative. 11560 Tomahawk Creek Parkway, Suite 200, Leawood, KS 66211. Responsible for providing financial advice and offer investment opportunities. Investment Related.11-20 Hours / Month Non Business. 40+ Hours/Month Business. 5) CreativeOne. Insurance Agent. 11460 Tomahawk Creek Parkway, Suite 200, Leewood, Kansas 66211. Responsible for educating and investing clients and prospects assets into various fixed life insurance opportunities. Investment Related. 11-20 Hours/Month Non Business Hours. 11-20/Month Business Hours. 6) MRW Financial. Insurance Agent. 310 S Dale Mabry Hwy, Suite 210, Tampa FL 33609. Responsible for educating and investing clients and prospects assets into various fixed life insurance opportunities. Investment Related. 11-20 Hours/Month Non Business Hours. 11-20/Month Business Hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Patrick Hussey'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®

CFP^®

Certified Financial Planner

Start date: 2013

Experience

Current

July 12, 2018 - Present

CLEARTREE ASSET MANAGEMENT, INC.

Office #1: 711 S. Howard Avenue Suite 200, Tampa, FL 33606

RIA

CRD#: 297415

TAMPA, FL

Past

July 27, 2018 - September 24, 2018

CREATIVEONE WEALTH, LLC

RIA

CRD#: 281213

Tampa, FL

Past

July 5, 2018 - September 14, 2018

CREATIVEONE SECURITIES, LLC

CRD#: 152974

Tampa, FL

Past

June 23, 2009 - May 1, 2018

SUTTON WEALTH ADVISORS, INC.

RIA

CRD#: 145359

TAMPA, FL

Past

January 16, 2008 - May 1, 2018

SECURITIES SERVICE NETWORK, LLC

CRD#: 13318

TAMPA, FL

Past

September 26, 2007 - January 4, 2008

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA

CRD#: 6694

TAMPA, FL

Past

July 21, 2005 - January 4, 2008

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

TAMPA, FL

Past

July 28, 2004 - July 12, 2005

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ST. PETERSBURG, FL

Past

February 28, 2003 - October 6, 2003

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

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

Florida
(7/12/2018)

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 66

Date: 9/20/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 9/14/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 7/8/2003

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 2/27/2003

General Securities Representative Examination

Current Firm

CLEARTREE ASSET MANAGEMENT, INC.

CRD#: 297415 / SEC#:

Florida

Registered Investment Advisory firm - (7/12/2018 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

711 S. Howard Avenue Suite 200, Tampa, FL 33606

Mailing Address

Phone number

(813) 540-2702

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	133
AUM (Assets Under Management)	$ 17,461,463

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.

Similar Advisors

Gustavo Delgado Alicea

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

IAR

Brandon, FL

Lee Gorgas

CHARLES SCHWAB & CO., INC.

IAR

Tampa, FL

Anita Cepeda

MORGAN STANLEY

Tampa, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

William P. Hussey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Patrick Hussey's CRS (Customer Relationship Summary).

Certified licenses

Experience

CREATIVEONE WEALTH, LLC

CREATIVEONE SECURITIES, LLC

SUTTON WEALTH ADVISORS, INC.

SECURITIES SERVICE NETWORK, LLC

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

MORGAN STANLEY DW INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 9/20/2007

SIE

Date: 9/14/2018

Series 31

Date: 7/8/2003

Series 7

Date: 2/27/2003

Current Firm

CLEARTREE ASSET MANAGEMENT, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CLEARTREE ASSET MANAGEMENT, INC.

TRUST BUT VERIFY

Similar Advisors