Witta
Payackapan
Sonora Investment Management
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About this Advisor
Witta Payackapan is a financial advisor operating out of Tucson, Arizona who has 1 year of relevant experience. Payackapan is an advisor for Sonora Investment Management. Over the course of their career, they have held roles at Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, N.A, Bank Of America, N.A, E*Trade Securities LLC, E*Trade Capital Management LLC, Sonora Investment Management Group, LLC and Merrill Lynch, Pierce, Fenner & Smith Inc. Payackapan maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in Arizona and Texas. Sonora Investment Management is a registered investment firm that has its headquarters in Tucson, AZ. The company has a total of 15 employees. It handles $2 billion in assets under management between its 3,225 accounts, placing it among the largest firms in the nation by assets under management. Of its 3,225 client accounts, 29% are associated with high-net-worth investors who have more than $1 million in assets. The advisory firm performs a few services, including portfolio management for individuals and small businesses and other services. Financial advisory fees largely vary depending on which service is provided. Fee types charged by Sonora Investment Management typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sonora Investment Management Brokerage Details
$1,978,888,208
15
3,225
$613,609
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Other
Witta Payackapan Work History
Witta has been registered as a financial advisor for 1 years.*
Sonora Investment Management Group, LLC
E*Trade Securities LLC
E*Trade Capital Management LLC
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Morgan Stanley Private Bank, N.A
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith Barney LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Witta Payackapan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sonora Investment Management
Scottsdale, AZ
Tucson, AZ
Scottsdale, AZ
Phoenix, AZ
Tucson, AZ
Tucson, AZ
Tucson, AZ
Scottsdale, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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