William Katzelis has been an investment adviser representative at Vision Investment Advisors since March 2025, and is not listed among the firm’s executive officers or direct owners.
Vision Investment Advisors, LLC is a Stamford, CT firm with $137M under management, 129 clients and 4 advisers across 5 offices, as of its May 2026 filing.
William Katzelis’ longest registration was 2 years at Clarity Capital Partners (2022–2025). Before joining Vision Investment Advisors in 2025, William Katzelis was registered through Divergent Capital Asset Management LLC and Clarity Capital Partners.
- – present · 1 yearFallbrook, CA · Adviser representative · Firm CRD 109621
- Divergent Capital Asset Management LLC– · under a yearFallbrook, CA · Adviser representative · Firm CRD 324549
- Clarity Capital Partners– · 2 yearsNewport Beach, CA · Adviser representative · Firm CRD 129898
Investment adviser representative registrations
William Katzelis is registered as an investment adviser representative in California, since March 2025.
- CaliforniaSince 12 March 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 April 2022 |
| Series 30 | NFA Branch Manager Examination | 18 September 2017 |
| Series 3 | National Commodity Futures Examination | 12 May 1987 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- NFA Branch Manager Examination
- Name
- National Commodity Futures Examination
- Full name
- William Dean Katzelis
- CRD
- 1679455
- Firm
- Vision Investment Advisors · CRD 109621
- Office
- Fallbrook, CA
- Registration
- Investment adviser registration
- In the industry since
- October 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does William Katzelis work?
William Katzelis is an investment adviser representative registered through Vision Investment Advisors, LLC since March 2025, and is not listed among the firm’s executive officers or direct owners.
Is William Katzelis a financial advisor?
Yes. William Katzelis has a current investment-adviser registration in California, through Vision Investment Advisors since March 2025.
How many years of experience does William Katzelis have?
William Katzelis has 4 years in the financial industry, since October 2022, across 3 adviser firms.
What exams has William Katzelis passed?
William Katzelis has passed 3 licensing exams: the Series 3, Series 30 and Series 65. The earliest, the Series 3, was passed in May 1987.
Where did William Katzelis work before Vision Investment Advisors?
Before Vision Investment Advisors, William Katzelis was registered through Clarity Capital Partners, October 2022 to January 2025.
Where is William Katzelis based?
William Katzelis’ registered office is in Fallbrook, CA.
Is William Katzelis registered with FINRA?
No. William Katzelis has no current broker registration.
How can I verify William Katzelis’ record?
Search CRD 1679455 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Katzelis’ full registration record.