William Chrisman has been an investment adviser representative at Four Quadrant Wealth Advisors since October 2023, and is not listed among the firm’s executive officers or direct owners.
Four Quadrant Wealth Advisors, Inc. is a Carmel, IN firm with $219M under management, 100 clients and 6 advisers in one office, as of its February 2026 filing.
William Chrisman’s longest registration is the current one, 3 years at Four Quadrant Wealth Advisors since 2023. Before joining Four Quadrant Wealth Advisors in 2023, William Chrisman was registered through Miller Private Wealth LLC and Personal Wealth Partners LLC.
- – present · 3 yearsCarmel, IN · Adviser representative · Firm CRD 130753
- Miller Private Wealth LLC– · under a yearAuburn, IN · Adviser representative · Firm CRD 304853
- Personal Wealth Partners LLC– · under a yearAuburn, IN · Adviser representative · Firm CRD 172055
- CX Institutional, LLC– · 2 yearsAuburn, IN · Adviser representative · Firm CRD 292627
Investment adviser representative registrations
William Chrisman is registered as an investment adviser representative in Indiana, since October 2023.
- IndianaSince 4 October 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 15 March 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- William Gregory Chrisman
- CRD
- 7258446
- Firm
- Four Quadrant Wealth Advisors · CRD 130753
- Office
- 11939 N MERIDIAN ST, STE 225, Carmel, IN 46032
- Registration
- Investment adviser registration
- In the industry since
- August 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does William Chrisman work?
William Chrisman is an investment adviser representative registered through Four Quadrant Wealth Advisors, Inc. since October 2023, and is not listed among the firm’s executive officers or direct owners.
Is William Chrisman a financial advisor?
Yes. William Chrisman has a current investment-adviser registration in Indiana, through Four Quadrant Wealth Advisors since October 2023.
How many years of experience does William Chrisman have?
William Chrisman has 5 years in the financial industry, since August 2021, across 4 adviser firms.
What exams has William Chrisman passed?
William Chrisman passed the Series 65 in March 2021.
Where did William Chrisman work before Four Quadrant Wealth Advisors?
Before Four Quadrant Wealth Advisors, William Chrisman was registered through Miller Private Wealth LLC, December 2022 to February 2023; Personal Wealth Partners LLC, May 2022 to October 2022; CX Institutional, LLC, March 2021 to May 2023.
Where is William Chrisman based?
William Chrisman’s registered office is in Carmel, IN.
Is William Chrisman registered with FINRA?
No. William Chrisman has no current broker registration.
How can I verify William Chrisman’s record?
Search CRD 7258446 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Chrisman’s full registration record.
