William Winstead Witter

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 08/2015 → 05/2019
  Ithaca College
  Ithaca, NY
• 05/2017 → 08/2017
  Kingsbrook Development Corporation
  Meriden, CT
• 05/2018 → 08/2018
  Kingsbrook Development Corporation
  Meriden, CT
• 10/2019 → 06/2021
  Fidelity Brokerage Services Llc
  Merrimack, NH
• 06/2019 → 09/2019
  Unemployed
  West Hartford, CT
• 06/2021 → 04/2023
  Kingsbrook Development
  Meriden, CT
• 04/2023 → 09/2024
  Fidelity Investments
  New York, NY
• 09/2025 → Present
  Ubs Financial Services Inc.
  Weehawken, NJ
• 09/2024 → 02/2025
  Simple Sale Usa
  Hoboken, NJ
• 02/2025 → 09/2025
  Unemployed
  Hoboken, NJ

Previous Registrations

• 2023-05-12 → 2024-10-01
  Fidelity Personal And Workplace Advisors
  New York, NY
• 2020-02-13 → 2021-07-06
  Fidelity Personal And Workplace Advisors
  Merrimack, NH

Exams

• S66 Uniform Combined State Law Examination
  2020-02-11

Other Names

• Will Witter
• William Winstead Witter
• William Witter
• William W Witter