Sondra Ziegler has been an investment adviser representative at William Joseph Capital Management since March 2018, and is not listed among the firm’s executive officers or direct owners.
William Joseph Capital Management, Inc. is a Bristol, CT firm with $694M under management, 1,879 clients and 27 advisers across 28 offices, as of its March 2026 filing.
- – present · 8 yearsAdviser representative · Firm CRD 226535
Investment adviser representative registrations
Sondra Ziegler is registered as an investment adviser representative in Texas, since March 2018.
- TexasSince 20 March 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 May 2016 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Sondra Ilene Ziegler
- CRD
- 6928483
- Firm
- William Joseph Capital Management · CRD 226535
- Registration
- Investment adviser registration
- In the industry since
- March 2018
- Disciplinary history
- Not yet shown here · SEC record
Where does Sondra Ziegler work?
Sondra Ziegler is an investment adviser representative registered through William Joseph Capital Management, Inc. since March 2018, and is not listed among the firm’s executive officers or direct owners.
Is Sondra Ziegler a financial advisor?
Yes. Sondra Ziegler has a current investment-adviser registration in Texas, through William Joseph Capital Management since March 2018.
How many years of experience does Sondra Ziegler have?
Sondra Ziegler has 8 years in the financial industry, since March 2018, across 1 adviser firm.
What exams has Sondra Ziegler passed?
Sondra Ziegler passed the Series 65 in May 2016.
Is Sondra Ziegler registered with FINRA?
No. Sondra Ziegler has no current broker registration.
How can I verify Sondra Ziegler’s record?
Search CRD 6928483 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Sondra Ziegler’s full registration record.
