Unclaimed Profile

William Wood Wylie

MITCHELL SINKLER & STARR INC·PHILADELPHIA, Pennsylvania

Clean record35 years registeredMITCHELL SINKLER & STARR INC

TWO PENN CENTER PLAZA, PHILADELPHIA, PA 19102CRD# 4334866Firm CRD# 106460

Profile Verification

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

Identity

William Wood Wylie · PHILADELPHIA, PA

Registration

CRD #4334866 · MITCHELL SINKLER & STARR INC · 35 years registered

Brand Profile

Not yet started

Career History

MITCHELL SINKLER & STARR

Feb 1991 – present

Registrations & Exams

Registration record

First registered · February 19, 1991

Years registered · 35

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

Speak with William

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if William is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PHILADELPHIA?

Browse all registered financial advisors in PHILADELPHIA, Pennsylvania or claim this profile if it's yours.

Browse PHILADELPHIA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does William Wood Wylie offer?

William Wood Wylie specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PHILADELPHIA, Pennsylvania for a consultation.

What are William Wood Wylie's credentials?

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

Where is William Wood Wylie located?

William Wood Wylie is based in PHILADELPHIA, Pennsylvania, working with MITCHELL SINKLER & STARR INC. Their office serves clients in the PHILADELPHIA metropolitan area and surrounding communities.

How does William Wood Wylie charge for services?

William Wood Wylie'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →