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William Edward Epifanio

STRATIS CAPITAL, LLC·DARIEN, Connecticut
Clean recordSTRATIS CAPITAL, LLC
30 OLD KINGS HIGHWAY SOUTH, DARIEN, CT 06820CRD# 3019375Firm CRD# 300130

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Edward Epifanio · DARIEN, CT
Registration
CRD #3019375 · STRATIS CAPITAL, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

William Edward Epifanio is a registered financial advisor based in DARIEN, Connecticut, affiliated with STRATIS CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
STRATIS CAPITAL, LLC
STRATIS CAPITAL, LLC
AUM
$399M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at STRATIS CAPITAL, LLC →
Services
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 3019375
Firm CRD# 300130
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Edward Epifanio offer?
William Edward Epifanio specializes in Investment Management, Fee-Only Advisory. Contact their office in DARIEN, Connecticut for a consultation.
What are William Edward Epifanio's credentials?
William Edward Epifanio is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Edward Epifanio located?
William Edward Epifanio is based in DARIEN, Connecticut, working with STRATIS CAPITAL, LLC. Their office serves clients in the DARIEN metropolitan area and surrounding communities.
How does William Edward Epifanio charge for services?
William Edward Epifanio's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STRATIS CAPITAL, LLC?
STRATIS CAPITAL, LLC has approximately 1 employees and manages $399M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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