WH
William A. Heitin
WINDROSE ADVISORS LLC
Waltham, MA 02453
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CRD#: 5736775
WH
Professional summary
William A Heitin is a registered financial advisor currently at WINDROSE ADVISORS LLC located in Waltham, Massachusetts.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. William has worked at 1 firm and has passed the Series 65 exam.
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.
1) LOFT PARTNERS; 20 NORTH WACHER DRIVE, CHICAGO, IL 60606; ADVISORY BOARD MEMBER; INVESTMENT RELATED; POSITION: ADVISORY BOARD MEMBER; DUTIES: ADVISOR; SINCE 2009; >1 HOUR/MONTH DEVOTED; 0 HOURS/MONTH DURING TRADING HOURS; NO COMPENSATION 2) CHARLES RIVER REALITY INVESTORS; 2310 WASHINGTON STREET, NEWTON LOWER FALLS, MA 02462; ADVISORY BOARD MEMBER; INVESTMENT RELATED; POSITION: ADVISORY BOARD MEMBER; DUTIES: ADVISOR; SINCE 2009; 1 HOUR/MONTH DEVOTED; 0 HOURS/MONTH DURING TRADING HOURS; NO COMPENSATION 3) NAME OF OBA: JCC OF GREATER BOSTON; ADDRESS OF OBA: 333 NAHANTON STREET, NEWTON, MA 02459; NATURE: TRUSTEE AND CHAIR OF INVESTMENT COMMITTEE; INVESTMENT RELATED? NO; TITLE OF OBA: TRUSTEE AND CHAIR OF INVESTMENT COMMITTEE; DUTIES: ADVISOR, MANAGE THE AGENDA FOR PORTFOLIO REVIEW AND OVERSIGHT, AND HELP SET INVESMENT POLICIES AND ASSET ALLOCATION FOR THE STAFF TO FOLLOW AND IMPLEMENT; START DATES: TRUSTEE SINCE 2019 AND CHAIR OF INVESTMENT COMMITTEE SINCE 07/01/2023; APPROX. NUMBER OF HOURS/MONTH: 1 HOUR/MONTH DEVOTED AS A TRUSTEE AND .5 HOURS/MONTH DEVOTED AS CHAIR OF INVESTMENT COMMITTEE; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; NO COMPENSATION 4) NAME OF OBA: HEBREW SENIOR LIFE; ADDRESS OF OBA: 1200 CENTRE STREET, BOSTON, MA 02131; NATURE: TRUSTEE AND INVESTMENT COMMITTEE MEMBER; INVESTMENT RELATED: YES; TITLE WITH OBA: TRUSTEE; DUTIES: ATTEND QUARTERLY INVESTMENT COMMITTEE MEETINGS. REVIEW THIRD PARTY CONSULTANT REPORTS. VOTE WITH 10 OTHERS ON THIRD PARTY CONSULTANT INVESTMENT RECOMMENDATIONS; START DATE: 01/01/2018; APPROX. NUMBER OF HOURS/MONTH:1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; NO COMPENSATION
CRS (Client Relationship Summary) - RIA
Click below to view William A Heitin'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®
NoneExperience
Current
October 25, 2010 - Present
WINDROSE ADVISORS LLC
Office #1: Watermill Center 800 South Street, Suite 600, Waltham, MA 02453RIA
CRD#: 152145
Waltham, MA
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".
WA
WINDROSE ADVISORS LLC
FIREMAN CAPITAL ADVISORS | WINDROSE ADVISORS LLC | FIREMAN CAPITAL ADVISORS, LLC
CRD#: 152145 / SEC#: 801-70859
RIA
Registered Investment Advisory firm - (12/18/2009 Approved)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(5/23/2019)
IAR
Massachusetts(10/25/2010)
IAR
Texas(4/9/2025)
Current Firm
WA
WINDROSE ADVISORS LLC
FIREMAN CAPITAL ADVISORS | WINDROSE ADVISORS LLC | FIREMAN CAPITAL ADVISORS, LLC
CRD#: 152145 / SEC#: 801-70859
RIA
Registered Investment Advisory firm - (12/18/2009 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Watermill Center 800 South Street, Suite 600, Waltham, MA 02453
Mailing Address
Phone number
(617) 421-1750
Established
Firm type
Fiscal year end
# of Employees
24
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 549 |
| AUM (Assets Under Management) | $ 2,487,640,162 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/25/2024 | ||
| 01/26/2024 | ||
| 12/29/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
WINDROSE ADVISORS LLC
CRD#: 152145Waltham, MA 02453TRUST BUT VERIFY
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