Unclaimed Profile

William David Wilson

MITCHELL SINKLER & STARR INC·PHILADELPHIA, Pennsylvania

Series 65Clean record20 years registeredMITCHELL SINKLER & STARR INC

TWO PENN CENTER PLAZA, PHILADELPHIA, PA 19102CRD# 4995131Firm CRD# 106460

Profile Verification

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

Identity

William David Wilson · PHILADELPHIA, PA

Registration

CRD #4995131 · MITCHELL SINKLER & STARR INC · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MITCHELL SINKLER & STARR INC

MITCHELL SINKLER & STARR

Sep 2005 – Feb 2025

PHILADELPHIA, PA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · September 15, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MITCHELL SINKLER & STARR INC

CRD 106460 · SEC 801-8445

AUM

$1.6B

Regulatory assets under management

Employees

535 client accounts

Services offered by MITCHELL SINKLER & STARR INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at MITCHELL SINKLER & STARR INC →

Introduction

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Frequently Asked Questions

What services does William David Wilson offer?

William David Wilson specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.

What are William David Wilson's credentials?

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

Where is William David Wilson located?

William David Wilson is based in PHILADELPHIA, Pennsylvania, last registered with MITCHELL SINKLER & STARR INC.

How does William David Wilson charge for services?

William David Wilson'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 MITCHELL SINKLER & STARR INC?

MITCHELL SINKLER & STARR INC has approximately 10 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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