William
Pitney

Focus You

CRD#4614685
Investment Advisor
in Foster City, CA

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About this Advisor

William Pitney is a financial advisor who works in Foster City, California, who has been in the advisory business for 19 years. Pitney is currently employed by Focus You. During their career, Pitney has held roles at Focus Youniversity (155690) and William Pitney Advisory Services. Pitney holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in California. Focus You is a registered investment firm based in Foster City, California.

Certifications and Registrations

Series 66

Years of Experience

19 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

Foster City, CA

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Focus You Brokerage Details

Total Assets Under Management

$7,354,342

CA Average: $7,578,581,321
Total Number of Employees

1

CA Average: 43
Total Number of Accounts

76

CA Average: 3,727
Average Account Size

$96,768

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

William Pitney Work History

William has 19 years of experience.

2010 - Present (13 years)

Focus Youniversity (155690)

2003 - Present (20 years)

William Pitney Advisory Services

Disclosures

William Pitney has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Focus You

William Pitney
Foster City, CA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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