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William Russell Anderson

Eastgate Capital Advisors LLC

Winnetka, IL

CRD 1186876

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Employer firm

Eastgate Capital Advisors LLC CRD 220511

$271M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
Eastgate Capital Advisors Llc

560 Green Bay Road Suite 200, Winnetka, IL 60093 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2017-04-04
  • IL RA
    APPROVED
    Since 2017-04-04

Branch Locations

560 Green Bay Road Suite 200, Winnetka, IL 60093 • 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
Unemployed Chicago IL 10/2013 03/2017
Eastgate Capital Advisors Llc Winnetka IL 03/2017 Present
Previous Registrations
  • 2007-06-06 → 2007-09-25
    Lasalle Financial Services, Inc.
    Chicago, IL
Other Businesses

HOME REPAIR BUSINESS 2139 ELMWOOD AVENUE WILMETTE IL 60091 MICELLANEOUS HOME REPAIRS NOT INVESTMENT RELATED 20 HOURS PER MONTH

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-06-05
S63 Uniform Securities Agent State Law Examination 1999-07-01
  • S66 Uniform Combined State Law Examination
    2007-06-05
  • S63 Uniform Securities Agent State Law Examination
    1999-07-01
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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