William Berg
Investment adviser representative at Summitry, LLC
14 yearsExperience
1 stateRegistered in
$3.4BFirm assets
23 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
14 years in the industry.
- Summitry, LLCDec 2023 to now
- UnemployedJul 2023 to Nov 2023
- Sageview Advisory GroupApr 2022 to Jun 2023
- StudentSep 2019 to Jun 2023
- StudentJan 2012 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
Summitry, LLC
$3.4BAssets managed
1,327Clients
27Advisers
23 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
- 7538429
- Firm CRD
- 128586