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William J. Ritt

SYMMETRY PARTNERS
Glastonbury, CT 06033
Some features on this profile are disabled
CRD#: 5834304
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Professional summary

William John Ritt, CFP®, who also goes by William J Ritt, is a registered financial advisor currently at SYMMETRY PARTNERS located in Glastonbury, Connecticut.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. William has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

William J Ritt

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William John Ritt'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

Experience

Current

January 28, 2026 - Present

SYMMETRY PARTNERS

Office #1: 151 National Drive, Glastonbury, CT 06033
RIA
CRD#: 120982
Glastonbury, CT
Past

May 1, 2025 - October 22, 2025

KESTRA ADVISORY SERVICES, LLC

RIA
CRD#: 283330
Avon, CT
Past

May 1, 2025 - October 22, 2025

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
AVON, CT
Past

April 6, 2015 - May 23, 2025

ROBERT W. BAIRD & CO. INCORPORATED

RIA
CRD#: 8158
MILWAUKEE, WI
Past

January 2, 2014 - May 23, 2025

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
MILWAUKEE, WI
Past

May 1, 2012 - January 2, 2014

ALLSPRING FUNDS DISTRIBUTOR, LLC

BD
CRD#: 133366
MENOMONEE FALLS, WI

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".
SP
SYMMETRY PARTNERS
CAIRN WEALTH ADVISORS | SYMMETRY PARTNERS,LLC DBA NELSON HUTSON FINANCIAL GROUP | SYMMETRY PARTNERS, LLC. | SYMMETRY PARTNERS, LLC | SYMMETRY PARTNERS | STRATEGIC PARTNERS WEALTH MANAGEMENT | STRATEGIC PARTNERS LLC | EVENTUM WEALTH MANAGEMENT, LLC

CRD#: 120982 / SEC#: 801-61342

RIA
Registered Investment Advisory firm - (7/26/2002 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
Connecticut
(1/28/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/2/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/18/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/30/2012
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 8/30/2016
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 7/10/2015
General Securities Sales Supervisor - Options Module Examination

Current Firm

SP
SYMMETRY PARTNERS
CAIRN WEALTH ADVISORS | SYMMETRY PARTNERS,LLC DBA NELSON HUTSON FINANCIAL GROUP | SYMMETRY PARTNERS, LLC. | SYMMETRY PARTNERS, LLC | SYMMETRY PARTNERS | STRATEGIC PARTNERS WEALTH MANAGEMENT | STRATEGIC PARTNERS LLC | EVENTUM WEALTH MANAGEMENT, LLC

CRD#: 120982 / SEC#: 801-61342

RIA
Registered Investment Advisory firm - (7/26/2002 Approved)
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Contact information

Main Address
151 National Drive, Glastonbury, CT 06033
Mailing Address
Phone number
(860) 734-2000
Established
Firm type
Fiscal year end
# of Employees
53

SEC notice filing (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SYMMETRY PARTNERS, LLC FORM ADV PART 2 3/23 (9/8/2025)

Regulatory assets under management

Total Number of Accounts13,224
AUM (Assets Under Management)$ 5,718,728,103

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.

Company Information

SYMMETRY PARTNERS

CRD#: 120982Glastonbury, CT 06033

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