Adviser and broker representative · Valmark Advisers, Inc.
William G. Schiffman
CRD 1960366 · Worthington, OH
At a glance
William G. Schiffman is an investment adviser representative with Valmark Advisers, Inc. in Worthington, OH, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on William’s SEC record dates to 2001, about 25 years ago. William is also registered as a broker representative. Designations on file: Personal Financial Specialist.
Current advisory firms
- Valmark Advisers, Inc.Since February 2001Worthington, OH · $10B in regulatory assets
- W3 Wealth Advisors, LLCSince March 2018Worthington, OH · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2001 (25 years)
- Designations
- Personal Financial Specialist
- Exams
- Series 66
- Registered in
- 27 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
William’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.