William Warren Crozier
Investment adviser representative at Westminster Financial Advisory Corp
15 yearsExperience
7 statesRegistered in
$1.4BFirm assets
39 yearsFirm in business
Are you William Warren Crozier? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Westminster Financial Advisory CorpAug 2024 to now
- Westminster Financial Securities, Inc.Aug 2024 to now
- Lincoln Financial Advisors CorporationNov 2017 to Aug 2024
- Mass Mutual Life Insurance CompanyMar 2011 to Nov 2017
- MML Investors ServicesMar 2011 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
State registrations
Registered as an investment adviser representative in 7 states (CA, IN, ME, NC, NV, OH, TX).
Westminster Financial Advisory Corp
$1.4BAssets managed
2,029Clients
35Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1941979
- Firm CRD
- 110283