Unclaimed Profile

William A Heitin

WINDROSE ADVISORS LLC·WALTHAM, Massachusetts

Series 65Clean record15 years registeredWINDROSE ADVISORS LLC

WATERMILL CENTER, WALTHAM, MA 02453CRD# 5736775Firm CRD# 152145

Profile Verification

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

Identity

William A Heitin · WALTHAM, MA

Registration

CRD #5736775 · WINDROSE ADVISORS LLC · 15 years registered

Brand Profile

Not yet started

Career History

WINDROSE ADVISORS LLC

Oct 2010 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · October 25, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WINDROSE ADVISORS LLC

CRD 152145 · SEC 801-70859

AUM

$2.5B

Regulatory assets under management

Employees

508 client accounts

Services offered by WINDROSE ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at WINDROSE ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does William A Heitin offer?

William A Heitin specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in WALTHAM, Massachusetts for a consultation.

What are William A Heitin's credentials?

William A Heitin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William A Heitin located?

William A Heitin is based in WALTHAM, Massachusetts, working with WINDROSE ADVISORS LLC. Their office serves clients in the WALTHAM metropolitan area and surrounding communities.

How does William A Heitin charge for services?

William A Heitin's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WINDROSE ADVISORS LLC?

WINDROSE ADVISORS LLC has approximately 23 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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