William Gregory Chrisman
Investment adviser representative at Four Quadrant Wealth Advisors, Inc.
7 yearsExperience
1 stateRegistered in
$219MFirm assets
4 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
7 years in the industry.
- Four Quadrant Wealth Advisors, Inc.Aug 2023 to now
- Worldwide AuctioneersMar 2023 to Aug 2023
- Miller Private WealthDec 2022 to Feb 2023
- Personal Wealth Partners, LLCApr 2022 to Oct 2022
- Credent Wealth ManagementMar 2021 to Mar 2023
- Credent Wealth ManagementAug 2020 to Feb 2021
- University of Saint FrancisAug 2016 to Dec 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (IN).
Four Quadrant Wealth Advisors, Inc.
$219MAssets managed
100Clients
8Advisers
4 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
- 7258446
- Firm CRD
- 130753