Unclaimed
William Calvin Pitt is a financial advisor who has been working in the financial industry since 1994. William has a strong background in investment management and financial planning. He is currently a Registered Investment Advisor at Evermay Wealth Management, LLC, based in Arlington, VA. William has a diverse client base, including high-net-worth individuals, charitable organizations, and corporations. William specializes in providing investment advice, financial planning, and portfolio management services to individuals and families. He is committed to providing his clients with personalized financial advice that meets their individual needs.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
VA
08/13/2013 - Present
Evermay Wealth Management, LLC (ARLINGTON VA)
VA
08/30/2002 - 04/16/2009
UNITED BROKERAGE SERVICES, INC (VIENNA VA)
NJ
05/06/1996 - 09/11/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
VA
12/04/1995 - 05/13/1996
CRAIGIE INCORPORATED (RICHMOND VA)
IA
Issued 08/01/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/2003
Series 24 - General Securities Principal Examination
BC
Issued 04/18/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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