William T. Cramsie

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CRD#: 6510592

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

William Thomas Cramsie, who also goes by William T Cramsie, Bill Cramsie, was a registered financial professional .

William is a previously registered financial professional and started their career in finance in 2018. William had worked at 3 firms and has passed the Series 65 and Series 7TO exams.

Question & Answer

Are you a "fiduciary"?

Aliases

William T Cramsie | Bill Cramsie

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)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

July 13, 2021 - March 22, 2023

MANHATTAN WEST ASSET MANAGEMENT, LLC

RIA

CRD#: 283630

LOS ANGELES, CA

Past

June 11, 2019 - October 31, 2019

IEQ CAPITAL, LLC

RIA

CRD#: 301819

FOSTER CITY, CA

Past

June 26, 2018 - June 4, 2019

J.P. MORGAN PRIVATE WEALTH ADVISORS LLC

RIA

CRD#: 108559

Palo Alto, CA

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".

MANHATTAN WEST ASSET MANAGEMENT, LLC

CRD#: 283630 / SEC#: 801-107862

RIA

Registered Investment Advisory firm - (6/1/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

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 65

Date: 6/26/2018

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/8/2021

General Securities Representative Examination

Current Firm

MANHATTAN WEST ASSET MANAGEMENT, LLC

CRD#: 283630 / SEC#: 801-107862

RIA

Registered Investment Advisory firm - (6/1/2016 Approved)

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Contact information

Main Address

1999 Avenue Of The Stars Suite 2500, Los Angeles, CA 90067

Mailing Address

Phone number

(310) 341-4585

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (3/31/2025)

FORM ADV WRAP BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	384
AUM (Assets Under Management)	$ 1,011,698,480

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/23/2025	Cover Page	Report
12/20/2024	Cover Page	Report
10/27/2023	Cover Page	Report
01/20/2023	Cover Page	Report

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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William T. Cramsie

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

MANHATTAN WEST ASSET MANAGEMENT, LLC

IEQ CAPITAL, LLC

J.P. MORGAN PRIVATE WEALTH ADVISORS LLC

Primary Firm SEC Registration

MANHATTAN WEST ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/26/2018

Series 7TO

Date: 3/8/2021

Current Firm

MANHATTAN WEST ASSET MANAGEMENT, LLC

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MANHATTAN WEST ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

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