William Michael Vanderzant
Professional Summary
William Michael Vanderzant, who also goes by Will Vanderzant, is a registered financial advisor currently at ASSETPOINT FINANCIAL, LLC located in Arlington, Virginia. William is registered as a RR (Registered Representative) and started their career in finance in 2018. William has worked at 1 firm and has passed the Series 63, Series 7TO, SIE and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Will Vanderzant
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
8 years registered in the securities industry
Current & Past Employments
Current
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Current Firm
ASSETPOINT FINANCIAL, LLC
Contact Information
Main Address
1300 North 17th Street Suite 1800, Arlington, VA 22209-3810Mailing Address
1300 North 17th Street Suite 1800, Arlington, VA 22209-3810Phone Number
(703) 292-3400Established
Delaware since 07/16/2013Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| INTRAFI LLC (F/K/A INTRAFI NETWORK LLC) | MEMBER | — |
| BERGIN, WILLIAM THOMAS | CHIEF COMPLIANCE OFFICER, AML COMPLIANCE OFFICER & EXECUTIVE REPRESENTATIVE | 3056261 |
| KINNER, STEPHEN JOHN | CHIEF EXECUTIVE OFFICER | 2542667 |
| PARISE, JANICE DRU | FINOP, PRINCIPAL FINANCIAL OFFICER AND PRINCIPAL OPERATIONS OFFICER | 2338583 |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view William Michael Vanderzant's CRS (Customer Relationship Summary).
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