Unclaimed Profile

William Lewis Tatro

BILTMORE WEALTH ADVISERS, LLC·PHOENIX, Arizona

Series 7, Series 24, Series 63, Series 66CFP19 years registeredBILTMORE WEALTH ADVISERS, LLC

2701 E. CAMELBACK ROAD, PHOENIX, AZ 85016CRD# 808176Firm CRD# 136745

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Lewis Tatro · PHOENIX, AZ

Registration

CRD #808176 · BILTMORE WEALTH ADVISERS, LLC · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BILTMORE WEALTH ADVISERS, LLC

BILTMORE WEALTH ADVISERS, LLC

Apr 2007 – Aug 2012

PHOENIX, AZ

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · April 16, 2007

Years registered · 19

Professional designation · CFP

Disclosure History

2012Regulatory·Final

1991Customer Dispute·Award / Judgment

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

BILTMORE WEALTH ADVISERS, LLC

CRD 136745 · SEC 801-64693

Employees

Total firm employees

Services offered by BILTMORE WEALTH ADVISERS, LLC

Per Form ADV

Financial planning

Client types served by the firm

Per Form ADV

High Net Worth Individuals

View all advisors at BILTMORE WEALTH ADVISERS, LLC →

Introduction

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Frequently Asked Questions

What services does William Lewis Tatro offer?

William Lewis Tatro specializes in Financial Planning.

What are William Lewis Tatro's credentials?

William Lewis Tatro holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is William Lewis Tatro located?

William Lewis Tatro is based in PHOENIX, Arizona, last registered with BILTMORE WEALTH ADVISERS, LLC.

How does William Lewis Tatro charge for services?

William Lewis Tatro's firm is compensated through hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BILTMORE WEALTH ADVISERS, LLC?

BILTMORE WEALTH ADVISERS, LLC has approximately 1 employees. The firm is registered with the SEC as an investment adviser.

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