William T. Gay

STOCKBRIDGE WEALTH PARTNERS

Birmingham, AL 35209

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CRD#: 6753929

Professional summary

William Tyler Gay, who also goes by Tyler Gay, is a registered financial advisor currently at STOCKBRIDGE WEALTH PARTNERS located in Birmingham, Alabama.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. William has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tyler Gay

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.

I am an independent insurance broker and transact insurance transactions for my clients. I broker life, disability, long term care insurance, for businesses and individuals. I receive commissions from insurance companies based on the transaction of an insurance product.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Tyler Gay'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®

None

Experience

Current

May 26, 2018 - Present

STOCKBRIDGE WEALTH PARTNERS

Office #1: 1 Metroplex Dr. Ste 120, Birmingham, AL 35209

RIA

CRD#: 293465

Birmingham, AL

Past

January 31, 2018 - February 13, 2018

ATTICUS ASSET MANAGEMENT, LLC

RIA

CRD#: 284490

Birmingham, AL

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

Alabama
(5/26/2018)

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Exams

State Security Law Exam

IAR

Series 65

Date: 1/31/2018

Uniform Investment Adviser Law Examination

Current Firm

STOCKBRIDGE WEALTH PARTNERS

STOCKBRIDGE WEALTH PARTNERS | STOCKBRIDGE WEALTH PARTNERS, LLC

CRD#: 293465 / SEC#:

Alabama

Registered Investment Advisory firm - (5/24/2018 Approved)

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Contact information

Main Address

1 Metroplex Dr. Ste 120, Birmingham, AL 35209

Mailing Address

Phone number

(205) 757-3390

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	234
AUM (Assets Under Management)	$ 17,177,567

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. Gay

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Tyler Gay's CRS (Customer Relationship Summary).

Certified licenses

Experience

STOCKBRIDGE WEALTH PARTNERS

ATTICUS ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/31/2018

Current Firm

STOCKBRIDGE WEALTH PARTNERS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

STOCKBRIDGE WEALTH PARTNERS

TRUST BUT VERIFY

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