William Seyfarth

VISTAMARK INVESTMENTS

HINSDALE, IL 60521

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CRD#: 6921144

Professional summary

William Seyfarth is a registered financial advisor currently at VISTAMARK INVESTMENTS located in Hinsdale, Illinois.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. William has worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Seyfarth'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

October 23, 2025 - Present

VISTAMARK INVESTMENTS

Office #1: 333 West Chestnut Street, Hinsdale, IL 60521

RIA

CRD#: 335309

HINSDALE, IL

Past

August 7, 2023 - September 17, 2025

ALLIANCEBERNSTEIN L.P.

RIA

CRD#: 108477

Chicago, IL

Past

August 7, 2023 - September 17, 2025

SANFORD C. BERNSTEIN & CO., LLC

CRD#: 104474

CHICAGO, IL

Past

February 7, 2022 - April 13, 2023

KEEBECK WEALTH MANAGEMENT

RIA

CRD#: 297496

CHICAGO, IL

Past

January 4, 2021 - December 15, 2021

GOLDMAN SACHS & CO. LLC

CRD#: 361

DEERFIELD, IL

Past

August 30, 2019 - December 15, 2021

GOLDMAN SACHS WEALTH SERVICES, L.P.

RIA

CRD#: 106693

DEERFIELD, IL

Past

August 30, 2019 - January 4, 2021

MERCER ALLIED COMPANY, L.P.

CRD#: 37404

DEERFIELD, IL

Past

August 7, 2018 - March 29, 2019

DIMENSIONAL FUND ADVISORS LP

RIA

CRD#: 106482

AUSTIN, TX

Past

June 11, 2018 - March 29, 2019

DFA SECURITIES LLC

CRD#: 10292

AUSTIN, TX

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

Arizona
(11/13/2025)

IAR

Illinois
(10/23/2025)

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 66

Date: 8/6/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/11/2018

General Securities Representative Examination

Current Firm

VISTAMARK INVESTMENTS

VISTAMARK | VISTAMARK LLC | VISTAMARK INVESTMENTS LLC | VISTAMARK INVESTMENTS

CRD#: 335309 / SEC#:

Arizona

Registered Investment Advisory firm - (11/13/2025 Approved)

Illinois

Registered Investment Advisory firm - (9/5/2025 Approved)

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Contact information

Main Address

333 West Chestnut Street, Hinsdale, IL 60521

Mailing Address

Phone number

(312) 498-5703

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	11
AUM (Assets Under Management)	$ 25,892,241

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 Seyfarth

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

VISTAMARK INVESTMENTS

ALLIANCEBERNSTEIN L.P.

SANFORD C. BERNSTEIN & CO., LLC

KEEBECK WEALTH MANAGEMENT

GOLDMAN SACHS & CO. LLC

GOLDMAN SACHS WEALTH SERVICES, L.P.

MERCER ALLIED COMPANY, L.P.

DIMENSIONAL FUND ADVISORS LP

DFA SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/6/2018

SIE

Date: 10/1/2018

Series 7

Date: 6/11/2018

Current Firm

VISTAMARK INVESTMENTS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

VISTAMARK INVESTMENTS

TRUST BUT VERIFY

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