AdvisorOS Directory
Claim Profile
WS

William Sean Small

HIGHLAND CAPITAL ADVISORS, LLC·ISSAQUAH, Washington
Unclaimed Profile
485 RAINIER BLVD NORTH, ISSAQUAH, WA 98027CRD# 2710817Firm CRD# 139780
01

About

William Sean Small is a registered financial advisor based in ISSAQUAH, Washington, affiliated with HIGHLAND CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
HIGHLAND CAPITAL ADVISORS, LLC
HIGHLAND CAPITAL ADVISORS, LLC
AUM
—
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at HIGHLAND CAPITAL ADVISORS, LLC →
Services
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2710817
Firm CRD# 139780
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in ISSAQUAH?

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

Browse ISSAQUAH AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does William Sean Small offer?
William Sean Small is a registered financial advisor in ISSAQUAH, Washington. Contact their office for details on services offered.
What are William Sean Small's credentials?
William Sean Small is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Sean Small located?
William Sean Small is based in ISSAQUAH, Washington, working with HIGHLAND CAPITAL ADVISORS, LLC. Their office serves clients in the ISSAQUAH metropolitan area and surrounding communities.
How does William Sean Small charge for services?
William Sean Small'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 HIGHLAND CAPITAL ADVISORS, LLC?
HIGHLAND CAPITAL ADVISORS, LLC has approximately 7 employees. 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 →
Other advisors in ISSAQUAH
Randall Lee Doser — HIGHLAND CAPITAL ADVISORS, LLCDavid Sinclair Rowe — HIGHLAND CAPITAL ADVISORS, LLCYung Jer Lin — TREE RING CAPITAL MANAGEMENT, LLCJames Howard Cowles — FINANCIAL RESEARCH, INC.Richard Cameron Wyman — HIGHLAND CAPITAL ADVISORS, LLC
Nearby cities in Washington
SEATTLE (905)BELLEVUE (345)SPOKANE (98)VANCOUVER (76)TACOMA (62)
City Guides
SEATTLE GuideBELLEVUE GuideSPOKANE GuideVANCOUVER GuideTACOMA Guide
Research
Advisor Fees in WashingtonNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile