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William Littlefield

WIZEST INC.·SOUTH EUCLID, Ohio
Clean recordWIZEST INC.
1688 SHERIDAN ROAD, SOUTH EUCLID, OH 44121CRD# 7406039Firm CRD# 315156

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Littlefield · SOUTH EUCLID, OH
Registration
CRD #7406039 · WIZEST INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

William Littlefield is a registered financial advisor based in SOUTH EUCLID, Ohio, affiliated with WIZEST INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
WIZEST INC.
WIZEST INC.
AUM
$26K
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at WIZEST INC. →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 7406039
Firm CRD# 315156
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Littlefield offer?
William Littlefield specializes in Investment Management. Contact their office in SOUTH EUCLID, Ohio for a consultation.
What are William Littlefield's credentials?
William Littlefield is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Littlefield located?
William Littlefield is based in SOUTH EUCLID, Ohio, working with WIZEST INC.. Their office serves clients in the SOUTH EUCLID metropolitan area and surrounding communities.
How does William Littlefield charge for services?
William Littlefield's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WIZEST INC.?
WIZEST INC. has approximately 5 employees and manages $26K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WIZEST INC.

William Estoque
SOUTH EUCLID, OH
Rafael Alvarex Vallina
SOUTH EUCLID, OH
Axel Thibon
SOUTH EUCLID, OH
Lazaro Gonzalez
SOUTH EUCLID, OH

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Ohio
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Research
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