William Carroll Cuthbertson

Employer firm

Fiscalis Advisory, Inc. CRD 126934

$46.8M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• TAX AND ESTATE PLANNING

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2003 → Present
  Fiscalis Advisory, Inc.
  Anacortes, WA

Other Businesses

Name of Business: William C. Cuthbertson, Jr., Enrolled Agent; Investment Related: No; Address: 27201 Puerta Real, Suite 300, Mission Viejo, CA and 2415 T Avenue, Suite 203, Anacortes, WA; Nature of Business: Tax preparation and consulting; Position: Enrolled Agent; Relationship to Business: Owner; Hours Per Month Devoted to Business: 3-5; Hours Per Month Devoted to Business During Trading Hours: 3-5; Description of Outside Business Activity: Prepare tax returns and consult with clients regarding tax and estate planning issues related thereto. Virtually the entire business is directed toward the advisory clients of Fiscalis Advisory, Inc., with few, if any, stand-alone tax preparation and consulting clients.

Designations

• Certified Financial Planner

Other Names

• William Carroll Cuthbertson
• William Carroll Cuthbertson, Jr.