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William Steven Shack

THE Clarius Group, LLC

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About William Steven Shack

William Shack is a financial advisor at The Clarius Group, LLC. William has been in the financial industry for more than 12 years. William has experience working with clients of all types including high-net-worth individuals, corporations, and charitable organizations. William is a Certified Financial Planner and a Chartered Financial Analyst. The Clarius Group, LLC is a financial advisory firm located in Seattle, Washington. The firm provides financial planning, portfolio management, and other investment advisory services to individuals, families, and businesses. The firm has a strong commitment to providing its clients with personalized service and high-quality investment advice.

Firm Information

William Shack is currently registered with THE Clarius Group, LLC. THE Clarius Group, LLC is a Seattle, WA-based investment advisor with approximately $3.99 billion in regulatory assets under management. The firm provides financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. They serve high-net-worth individuals, charitable organizations, and individuals other than high-net-worth.
THE Clarius Group, LLC

999 THIRD AVENUE, SUITE 3050

SEATTLE, WA 98104

$3.99B

Assets Under Management

Not reported

Total Clients

12

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

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

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William Shack’s Registration & Firm History

WA

11/30/2023 - Present

THE Clarius Group, LLC (SEATTLE WA)

WA

11/01/2011 - 09/26/2023

CHARLES SCHWAB & CO., INC. (Seattle WA)

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Licenses & Designations

BOTH

Issued 03/31/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/02/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/31/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Steven Shack.
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