William B. Bissett

PORTUS WEALTH ADVISORS

CHARLOTTE, NC 28203

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CRD#: 4644966

Professional summary

William Brantley Bissett, CFP® is a registered financial advisor currently at PORTUS WEALTH ADVISORS, LLC located in Charlotte, North Carolina.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. William has worked at 5 firms and has passed the Series 66, Series 31 and Series 7 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.

Charlotte Angel Connection, Founder, Since 2016, Charlotte, NC, Bi-weekly Podcasts interviewing investors and those active in the start-up community. Investment Related Content. 5 hours spent a month during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Brantley Bissett's CRS (Customer Relationship Summary).

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: 2006

Experience

Current

February 12, 2019 - Present

PORTUS WEALTH ADVISORS, LLC

Office #1: 511 East Blvd, Charlotte, NC 28203

RIA

CRD#: 300558

CHARLOTTE, NC

Past

June 29, 2015 - February 28, 2019

SOUTHEAST FINANCIAL GROUP

RIA

CRD#: 151216

Davidson, NC

Past

February 2, 2007 - May 13, 2015

PINNACLE ADVISORY GROUP, INC.

RIA

CRD#: 107757

COLUMBIA, MD

Past

February 25, 2004 - December 16, 2004

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

CHARLESTON, SC

Past

February 24, 2004 - December 16, 2004

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

April 14, 2003 - March 3, 2004

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

MT. PLEASANT , SC

Past

April 7, 2003 - March 3, 2004

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

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".

PORTUS WEALTH ADVISORS, LLC

CHARLOTTE GROWTH PARTNERS CAPITAL MANAGEMENT | PORTUS WEALTH ADVISORS, LLC

CRD#: 300558 / SEC#: 801-120811

RIA

Registered Investment Advisory firm - (4/16/2021 Approved)

North Carolina

Registered Investment Advisory firm - (6/11/2021 Terminated)

Texas

Registered Investment Advisory firm - (6/9/2021 Terminated)

Virginia

Registered Investment Advisory firm - (6/22/2021 Terminated)

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).

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

North Carolina
(3/25/2019)

IAR

Texas
(2/12/2019)

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: 4/11/2003

Uniform Combined State Law Examination

General Industry/Product Exam

Series 31

Date: 5/20/2004

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 4/3/2003

General Securities Representative Examination

Current Firm

PORTUS WEALTH ADVISORS, LLC

CHARLOTTE GROWTH PARTNERS CAPITAL MANAGEMENT | PORTUS WEALTH ADVISORS, LLC

CRD#: 300558 / SEC#: 801-120811

RIA

Registered Investment Advisory firm - (4/16/2021 Approved)

North Carolina

Registered Investment Advisory firm - (6/11/2021 Terminated)

Texas

Registered Investment Advisory firm - (6/9/2021 Terminated)

Virginia

Registered Investment Advisory firm - (6/22/2021 Terminated)

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Contact information

Main Address

511 East Blvd, Charlotte, NC 28203

Mailing Address

Phone number

(704) 936-0084

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PORTUS WEALTH ADVISORS, LLC ADV BROCHURE (9/25/2025)

Regulatory assets under management

Total Number of Accounts	486
AUM (Assets Under Management)	$ 162,410,245

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 B. Bissett

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Brantley Bissett's CRS (Customer Relationship Summary).

Certified licenses

Experience

SOUTHEAST FINANCIAL GROUP

PINNACLE ADVISORY GROUP, INC.

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

PORTUS WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/11/2003

Series 31

Date: 5/20/2004

Series 7

Date: 4/3/2003

Current Firm

PORTUS WEALTH ADVISORS, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PORTUS WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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