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William George Wightman

Piper Sandler & Co.

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About William George Wightman

William Wightman is a financial advisor with over 14 years of experience in the industry. William is currently registered with Piper Sandler & Co. in New York, NY. William has previously worked with Renaissance Macro Securities, LLC, Rafferty Capital Markets, LLC, NYLIFE Distributors LLC, Lord Abbett Distributor LLC, and Morgan Stanley & Co., Incorporated. William has Series 7, Series 31, Series 66, and SIE licenses.

Firm Information

William Wightman is currently registered with Piper Sandler & Co.. Piper Sandler & Co. is a corporation headquartered in Minneapolis, Minnesota, that was formed on July 28, 1969. The firm provides analytical reports and public finance consulting program services, and manages portfolios for businesses. The firm has a total of 1,359 registered representatives and 24 investment adviser representatives, and manages approximately $1 billion to $10 billion in assets.
Piper Sandler & Co.

800 NICOLLET MALL

MINNEAPOLIS, MN 55402-7020

$1.58B

Assets Under Management

21

Total Clients

809

Total Financial Advisors

Services Offered

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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analytical reports/public finance consulting program

Analytical reports/public finance consulting program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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William Wightman’s Registration & Firm History

NY

01/25/2022 - Present

Piper Sandler & Co. (NEW YORK NY)

NY

04/16/2013 - 01/18/2022

RENAISSANCE MACRO SECURITIES, LLC (NEW YORK NY)

NY

01/06/2012 - 04/12/2013

RAFFERTY CAPITAL MARKETS, LLC (GARDEN CITY NY)

NY

05/27/2010 - 12/20/2011

NYLIFE DISTRIBUTORS LLC (NEW YORK NY)

NJ

07/09/2008 - 05/03/2010

LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)

FL

08/10/2007 - 01/25/2008

MORGAN STANLEY & CO., INCORPORATED (ST. PETERSBURG FL)

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Licenses & Designations

BOTH

Issued 09/10/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/26/2007

Series 31 - Futures Managed Funds Examination

BC

Issued 08/08/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

Nasdaq ISE, LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for William George Wightman.
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