WC
William G. Chrisman
FOUR QUADRANT WEALTH ADVISORS
Carmel, IN 46032
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CRD#: 7258446
WC
Professional summary
William Gregory Chrisman is a registered financial advisor currently at FOUR QUADRANT WEALTH ADVISORS, INC. located in Carmel, Indiana.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. William has worked at 4 firms 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.
For the period of 12/05/2022 - 2/1/2023 William Chrisman will be assisting with the transition of clients from Miller Private Wealth to CX Institutional. During this time, William will be assisting with calls to clients of Miller Private Wealth to notify them of the transition. The Miller Private Wealth office is located at 5700 Northwest 130th Street, Suite 1, Oklahoma City, OK 73142. Name of Other Business: DeKalb High School; Investment related: No; Address: 3424 Co Rd 427, Waterloo, IN 46793; Nature of business: Education; Position: Coach; Start Date of Relationship: October 2019; Approx. number of hours/month: 16; 0 during securities trading hours; Description: Coaching high school basketball players, watching film, developing strategies, and mentoring players.
CRS (Client Relationship Summary) - RIA
Click below to view William Gregory Chrisman'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 4, 2023 - Present
FOUR QUADRANT WEALTH ADVISORS, INC.
Office #1: 11939 N Meridian St Ste 225, Carmel, IN 46032RIA
CRD#: 130753
Carmel, IN
Past
December 5, 2022 - February 6, 2023
MILLER PRIVATE WEALTH LLC
RIA
CRD#: 304853
Auburn, IN
Past
May 2, 2022 - October 25, 2022
PERSONAL WEALTH PARTNERS LLC
RIA
CRD#: 172055
Auburn, IN
Past
March 15, 2021 - May 1, 2023
CX INSTITUTIONAL, LLC
RIA
CRD#: 292627
AUBURN, IN
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".
FQ
FOUR QUADRANT WEALTH ADVISORS, INC.
FOUR QUADRANT ADVISORY | FOUR QUADRANTS | FOUR QUADRANT WEALTH ADVISORS, INC. | FOUR QUADRANT WEALTH ADVISORS | FOUR QUADRANT ADVISORY COMPANIES
CRD#: 130753 / SEC#: 801-126014
RIA
Registered Investment Advisory firm - (7/1/2022 Approved)Florida
Registered Investment Advisory firm - (8/25/2022 Terminated)Indiana
Registered Investment Advisory firm - (8/25/2022 Terminated)Louisiana
Registered Investment Advisory firm - (8/30/2022 Terminated)Michigan
Registered Investment Advisory firm - (9/1/2022 Terminated)Texas
Registered Investment Advisory firm - (8/25/2022 Terminated)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
Indiana(10/4/2023)
Current Firm
FQ
FOUR QUADRANT WEALTH ADVISORS, INC.
FOUR QUADRANT ADVISORY | FOUR QUADRANTS | FOUR QUADRANT WEALTH ADVISORS, INC. | FOUR QUADRANT WEALTH ADVISORS | FOUR QUADRANT ADVISORY COMPANIES
CRD#: 130753 / SEC#: 801-126014
RIA
Registered Investment Advisory firm - (7/1/2022 Approved)Florida
Registered Investment Advisory firm - (8/25/2022 Terminated)Indiana
Registered Investment Advisory firm - (8/25/2022 Terminated)Louisiana
Registered Investment Advisory firm - (8/30/2022 Terminated)Michigan
Registered Investment Advisory firm - (9/1/2022 Terminated)Texas
Registered Investment Advisory firm - (8/25/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
11939 N Meridian St Ste 225, Carmel, IN 46032
Mailing Address
Phone number
(877) 441-5144
Established
Firm type
Fiscal year end
# of Employees
34
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 484 |
| AUM (Assets Under Management) | $ 171,842,155 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
