William Sefcik has been an investment adviser representative at Global View Capital Management since January 2014, and is not listed among the firm’s executive officers or direct owners.
Global View Capital Management LLC is a Waukesha, WI firm with $775M under management, 3,819 clients and 107 advisers across 6 offices, as of its August 2026 filing.
William Sefcik’s longest registration is the current one, 12 years at Global View Capital Management since 2014. Before joining Global View Capital Management in 2014, William Sefcik was registered through The Strategic Financial Alliance and Investment Advisors International, Inc.
- – present · 12 yearsPleasant Grove, UT · Adviser representative · Firm CRD 158292
- The Strategic Financial Alliance– · 3 yearsPleasant Grove, UT · Adviser representative · Firm CRD 126514
- Investment Advisors International, Inc.– · 1 yearDraper, UT · Adviser representative · Firm CRD 139233
Investment adviser representative registrations
William Sefcik is registered as an investment adviser representative in Utah, since January 2014.
- UtahSince 6 January 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 22 | Direct Participation Programs Representative Examination | 23 July 2013 |
| Series 65 | Uniform Investment Adviser Law Examination | 8 January 2009 |
| Series 63 | Uniform Securities Agent State Law Examination | 26 October 2007 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 22 October 2007 |
- Name
- Direct Participation Programs Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- William John Sefcik
- CRD
- 5437192
- Firm
- Global View Capital Management · CRD 158292
- Office
- 233 SOUTH PLEASANT GROVE BOULEVARD, STE. 102, Pleasant Grove, UT 84062
- Registration
- Investment adviser registration
- In the industry since
- July 2009
- Disciplinary history
- Not yet shown here · SEC record
Where does William Sefcik work?
William Sefcik is an investment adviser representative registered through Global View Capital Management LLC since January 2014, and is not listed among the firm’s executive officers or direct owners.
Is William Sefcik a financial advisor?
Yes. William Sefcik has a current investment-adviser registration in Utah, through Global View Capital Management since January 2014.
How many years of experience does William Sefcik have?
William Sefcik has 17 years in the financial industry, since July 2009, across 3 adviser firms.
What exams has William Sefcik passed?
William Sefcik has passed 4 licensing exams: the Series 6, Series 63, Series 65 and Series 22. The earliest, the Series 6, was passed in October 2007.
Where did William Sefcik work before Global View Capital Management?
Before Global View Capital Management, William Sefcik was registered through The Strategic Financial Alliance, November 2010 to December 2013; Investment Advisors International, Inc., July 2009 to November 2010.
Where is William Sefcik based?
William Sefcik’s registered office is in Pleasant Grove, UT.
Is William Sefcik registered with FINRA?
No. William Sefcik has no current broker registration.
How can I verify William Sefcik’s record?
Search CRD 5437192 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Sefcik’s full registration record.
