Unclaimed Profile

Iii William Dostman

KARPUS MANAGEMENT INC·PITTSFORD, New York

SIE, Series 7, Series 66CFPClean record8 years registeredKARPUS MANAGEMENT INC

183 SULLY'S TRAIL, PITTSFORD, NY 14534CRD# 6019461Firm CRD# 110275

Profile Verification

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

Identity

Iii William Dostman · PITTSFORD, NY

Registration

CRD #6019461 · KARPUS MANAGEMENT INC · 8 years registered

Brand Profile

Not yet started

Career History

COMMONWEALTH FINANCIAL NETWORK

Jan 2023 – present

COMMONWEALTH FINANCIAL NETWORK

Jan 2018 – Dec 2021

WALTHAM, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · January 3, 2018

Years registered · 8

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

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

Firm Overview

Firm

KARPUS MANAGEMENT INC

CRD 110275 · SEC 801-29607

AUM

$4.0B

Regulatory assets under management

Employees

2,208 client accounts

Services offered by KARPUS MANAGEMENT INC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at KARPUS MANAGEMENT INC →

Introduction

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Frequently Asked Questions

What services does Iii William Dostman offer?

Iii William Dostman specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PITTSFORD, New York for a consultation.

What are Iii William Dostman's credentials?

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

Where is Iii William Dostman located?

Iii William Dostman is based in PITTSFORD, New York, working with KARPUS MANAGEMENT INC. Their office serves clients in the PITTSFORD metropolitan area and surrounding communities.

How does Iii William Dostman charge for services?

Iii William Dostman'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 KARPUS MANAGEMENT INC?

KARPUS MANAGEMENT INC has approximately 38 employees and manages $4.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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