William Smith has been an investment adviser representative at Wealthway Financial Advisors since November 2023, and is not listed among the firm’s executive officers or direct owners.
Wealthway Financial Advisors is a Norfolk, VA firm with $246M under management, 166 clients and 2 advisers in one office, as of its February 2026 filing.
- Wealthway Financial AdvisorsCurrent– present · 2 yearsNorfolk, VA · Adviser representative · Firm CRD 108824
Investment adviser representative registrations
William Smith is registered as an investment adviser representative in 2 states. Each was approved in November 2023.
- North CarolinaSince 27 November 2023
- VirginiaSince 20 November 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | 31 August 2022 |
- Name
- Securities Industry Essentials Examination
- Full name
- William Kalil Smith
- CRD
- 7602902
- Firm
- Wealthway Financial Advisors · CRD 108824
- Office
- 440 MONTICELLO AVE, SUITE 1620, Norfolk, VA 23510
- Registration
- Investment adviser registration
- In the industry since
- November 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does William Smith work?
William Smith is an investment adviser representative registered through Wealthway Financial Advisors since November 2023, and is not listed among the firm’s executive officers or direct owners.
Is William Smith a financial advisor?
Yes. William Smith has a current investment-adviser registration in North Carolina and Virginia, through Wealthway Financial Advisors since November 2023.
How many years of experience does William Smith have?
William Smith has 2 years in the financial industry, since November 2023, across 1 adviser firm.
What exams has William Smith passed?
William Smith passed the SIE in August 2022.
Where is William Smith based?
William Smith’s registered office is in Norfolk, VA.
Is William Smith registered with FINRA?
No. William Smith has no current broker registration.
How can I verify William Smith’s record?
Search CRD 7602902 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Smith’s full registration record.
