William A Heitin
Investment adviser representative at Windrose Advisors LLC
17 yearsExperience
3 statesRegistered in
$2.7BFirm assets
16 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Windrose Advisors LLCOct 2010 to now
- Windrose Advisors,LLC- Formerly Fireman Capital AdvisorsSep 2009 to Dec 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 3 states (FL, MA, TX).
Windrose Advisors LLC
$2.7BAssets managed
153Clients
8Advisers
16 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
- 5736775
- Firm CRD
- 152145