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William Edward Epifanio

Stratis Capital, LLC

Darien, CT

CRD 3019375

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Employer firm

Stratis Capital, LLC CRD 300130

$508M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Stratis Capital, Llc

30 Old Kings Highway South, Darien, CT 06820 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2020-03-12
  • CT RA
    APPROVED
    Since 2020-03-12

Branch Locations

30 Old Kings Highway South, Darien, CT 06820 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Stratis Capital, Llc Darien CT 01/2019 Present
Stratis Capital, Llc Darien CT 12/2019 Present
Stratis, Llc Darien CT 10/2013 01/2019
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-03-12
S63 Uniform Securities Agent State Law Examination 1998-04-28
  • S65 Uniform Investment Adviser Law Examination
    2020-03-12
  • S63 Uniform Securities Agent State Law Examination
    1998-04-28
Other Names
  • William Edward Epifanio

View on SEC IAPD

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