William Shaffer has been an investment adviser representative at Shaffer Capital Advisers since March 2025, and is not listed among the firm’s executive officers or direct owners. William Shaffer holds a Bachelor of Science in Business Administration from Ohio Northern University.
Shaffer Capital Advisers, LLC is a Westerville, OH firm with $211M under management, 201 clients and 4 advisers in one office, as of its May 2026 filing.
William E. Shaffer is Wealth Management Advisor of Shaffer Capital. He joined the firm in January 2025. He works with the firm's individual and business clients on personalized investment management and comprehensive financial planning.
Investment adviser representative registrations
William Shaffer is registered as an investment adviser representative in 2 states. Each was approved in March 2025.
- OhioSince 26 March 2025
- TexasSince 25 March 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 25 March 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- William Edward Shaffer
- CRD
- 8025551
- Firm
- Shaffer Capital Advisers · CRD 150106
- Office
- 550 POLARIS PARKWAY, SUITE 130, Westerville, OH 43082
- Registration
- Investment adviser registration
- In the industry since
- March 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- shaffercapital.net
Where does William Shaffer work?
William Shaffer is an investment adviser representative registered through Shaffer Capital Advisers, LLC since March 2025, and is not listed among the firm’s executive officers or direct owners.
Is William Shaffer a financial advisor?
Yes. William Shaffer has a current investment-adviser registration in Ohio and Texas, through Shaffer Capital Advisers since March 2025.
How many years of experience does William Shaffer have?
William Shaffer has 1 year in the financial industry, since March 2025, across 1 adviser firm.
What exams has William Shaffer passed?
William Shaffer passed the Series 65 in March 2025.
Where is William Shaffer based?
William Shaffer’s registered office is in Westerville, OH.
Is William Shaffer registered with FINRA?
No. William Shaffer has no current broker registration.
How can I verify William Shaffer’s record?
Search CRD 8025551 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Shaffer’s full registration record.
