Unclaimed Profile

William Unrein

SKYLINE ADVISORS, INC.·BELLINGHAM, Washington

SIE, Series 7, Series 31, Series 63, Series 6529 years registeredSKYLINE ADVISORS, INC.

405 32ND STREET, BELLINGHAM, WA 98225CRD# 2760504Firm CRD# 188511

Profile Verification

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

Identity

William Unrein · BELLINGHAM, WA

Registration

CRD #2760504 · SKYLINE ADVISORS, INC. · 29 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SKYLINE ADVISORS, INC.

SKYLINE ADVISORS, INC.

May 2015 – Jan 2026

BELLINGHAM, WA

FAIRHAVEN FINANCIAL ADVISORS, INC.

Aug 2012 – Oct 2015

BELLINGHAM, WA

MORGAN STANLEY SMITH BARNEY LLC

Jun 2009 – Aug 2012

BELLINGHAM, WA

CITIGROUP GLOBAL MARKETS INC.

May 1997 – Jun 2009

BELLINGHAM, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · May 30, 1997

Years registered · 29

Disclosure History

2005Customer Dispute·Denied

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

SKYLINE ADVISORS, INC.

CRD 188511 · SEC 801-94175

AUM

$288M

Regulatory assets under management

Employees

1,133 client accounts

Services offered by SKYLINE ADVISORS, INC.

Per Form ADV

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at SKYLINE ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does William Unrein offer?

William Unrein specializes in Investment Management.

What are William Unrein's credentials?

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

Where is William Unrein located?

William Unrein is based in BELLINGHAM, Washington, last registered with SKYLINE ADVISORS, INC..

How does William Unrein charge for services?

William Unrein'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 SKYLINE ADVISORS, INC.?

SKYLINE ADVISORS, INC. has approximately 7 employees and manages $288M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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