William Hart has been an investment adviser representative at Hartline Investment since March 2026, and is not listed among the firm’s executive officers or direct owners. William Hart holds an A.B. in Anthropology from Dartmouth College and an MBA from Kellogg Graduate School of Management, Northwestern University.
Hartline Investment Corp. is a Winnetka, IL firm with $935M under management, 266 clients and 3 advisers in one office, as of its March 2026 filing.
William G. Hart is Managing Director of Hartline Investment Corporation. He began his career in 1974 at the Northern Trust Company managing personal and institutional investment portfolios in the Trust Department. In 1983 he joined Continental Bank and helped create its institutional investment management subsidiary, Continental Capital Management Corporation, where he was Managing Director and CEO until he formed Hartline Investment Corp. in 1990.
- – present · under a yearWinnetka, IL · Adviser representative · Firm CRD 106923
Professional designations
Listed by Hartline Investment
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
William Hart is registered as an investment adviser representative in 10 states, as a resident of Texas. The first approvals date from March 2026; the most recent is California, in June 2026.
- CaliforniaSince 4 June 2026
- ColoradoSince 1 May 2026
- FloridaSince 28 April 2026
- IllinoisSince 23 April 2026
- MichiganSince 30 April 2026
- North CarolinaSince 14 May 2026
- PennsylvaniaSince 18 March 2026
- TexasResidentSince 18 March 2026
- WashingtonSince 15 May 2026
- West VirginiaSince 24 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 25 May 1990 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- William George Hart
- CRD
- 2063060
- Firm
- Hartline Investment · CRD 106923
- Office
- 460 WINNETKA AVENUE, SUITE 5, Winnetka, IL 60093
- Registration
- Investment adviser registration
- In the industry since
- July 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- hartlineinv.com
Where does William Hart work?
William Hart is an investment adviser representative registered through Hartline Investment Corp. since March 2026, and is not listed among the firm’s executive officers or direct owners.
Is William Hart a financial advisor?
Yes. William Hart has a current investment-adviser registration in California, Colorado, Florida, Illinois, Michigan, North Carolina, Pennsylvania, Texas, Washington and West Virginia, through Hartline Investment since March 2026.
How many years of experience does William Hart have?
William Hart has 16 years in the financial industry, since July 2010, across 1 adviser firm.
What exams has William Hart passed?
William Hart passed the Series 65 in May 1990.
Where is William Hart based?
William Hart’s registered office is in Winnetka, IL.
Is William Hart registered with FINRA?
No. William Hart has no current broker registration.
Is William Hart a CFA charterholder?
Hartline Investment lists William Hart with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
Source: William G. Hart, CFA, CIC biography, hartlineinv.com
How can I verify William Hart’s record?
Search CRD 2063060 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Hart’s full registration record.