Unclaimed Profile

William Stuart Horak

WEALTH MANAGEMENT CORPORATION OF AMERICA, INC.·TALLAHASSEE, Florida

SIE, Series 7, Series 24, Series 63CFP35 years registeredWEALTH MANAGEMENT CORPORATION OF AMERICA, INC.

2941 KERRY FORREST PARKWAY, TALLAHASSEE, FL 32309-6825CRD# 1462594Firm CRD# 109576

Profile Verification

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

Identity

William Stuart Horak · TALLAHASSEE, FL

Registration

CRD #1462594 · WEALTH MANAGEMENT CORPORATION OF AMERICA, INC. · 35 years registered

Brand Profile

Not yet started

Career History

WEALTH MANAGEMENT CORPORATION

Nov 1990 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Registration record

First registered · November 26, 1990

Years registered · 35

Professional designation · CFP

Disclosure History

2025Customer Dispute·Pending

2025Customer Dispute·Settled

2024Customer Dispute·Settled

2023Customer Dispute·Settled

2022Customer Dispute·Settled

2021Customer Dispute·Withdrawn

9 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

WEALTH MANAGEMENT CORPORATION OF AMERICA, INC.

CRD 109576 · SEC 801-118733

AUM

$197M

Regulatory assets under management

Employees

1,790 client accounts

Services offered by WEALTH MANAGEMENT CORPORATION OF AMERICA, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WEALTH MANAGEMENT CORPORATION OF AMERICA, INC. →

Introduction

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Frequently Asked Questions

What services does William Stuart Horak offer?

William Stuart Horak specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in TALLAHASSEE, Florida for a consultation.

What are William Stuart Horak's credentials?

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

Where is William Stuart Horak located?

William Stuart Horak is based in TALLAHASSEE, Florida, working with WEALTH MANAGEMENT CORPORATION OF AMERICA, INC.. Their office serves clients in the TALLAHASSEE metropolitan area and surrounding communities.

How does William Stuart Horak charge for services?

William Stuart Horak'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 WEALTH MANAGEMENT CORPORATION OF AMERICA, INC.?

WEALTH MANAGEMENT CORPORATION OF AMERICA, INC. has approximately 5 employees and manages $197M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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