Unclaimed Profile

William Alexander Ramsay

FINANCIAL SYMMETRY INCORPORATED·RALEIGH, North Carolina

Series 6, Series 7, Series 26, Series 63, Series 659 years registeredFINANCIAL SYMMETRY INCORPORATED

5438 WADE PARK BLVD, RALEIGH, NC 27607CRD# 1382488Firm CRD# 118443

Profile Verification

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

Identity

William Alexander Ramsay · RALEIGH, NC

Registration

CRD #1382488 · FINANCIAL SYMMETRY INCORPORATED · 9 years registered

Brand Profile

Not yet started

Career History

FINANCIAL SYMMETRY INC.

Jan 2017 – present

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 26

Series 63

Series 65

Registration record

First registered · January 12, 2017

Years registered · 9

Disclosure History

1984Criminal·Final Disposition

1 disclosure event on file · Verify on FINRA BrokerCheck →

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

Firm Overview

Firm

FINANCIAL SYMMETRY INCORPORATED

CRD 118443 · SEC 801-62698

AUM

$1.0B

Regulatory assets under management

Employees

4,599 client accounts

Services offered by FINANCIAL SYMMETRY INCORPORATED

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FINANCIAL SYMMETRY INCORPORATED →

Introduction

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Frequently Asked Questions

What services does William Alexander Ramsay offer?

William Alexander Ramsay specializes in Financial Planning, Investment Management. Contact their office in RALEIGH, North Carolina for a consultation.

What are William Alexander Ramsay's credentials?

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

Where is William Alexander Ramsay located?

William Alexander Ramsay is based in RALEIGH, North Carolina, working with FINANCIAL SYMMETRY INCORPORATED. Their office serves clients in the RALEIGH metropolitan area and surrounding communities.

How does William Alexander Ramsay charge for services?

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

How large is FINANCIAL SYMMETRY INCORPORATED?

FINANCIAL SYMMETRY INCORPORATED has approximately 29 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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