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RIA / WealthAdvisorCertified Financial Planner23 years in industry

WILLIAM BRANTLEY BISSETT

Advisor at PORTUS WEALTH ADVISORS, LLC

CHARLOTTE, NC

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Search this name across graphsid dfx:ria:3d075a7e-7e27-6210-adfe-2127514b1803

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Apr 14, 2003 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PORTUS WEALTH ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 11, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Apr 11, 2003
First registration: Apr 14, 2003
Dual registered: no
IAPD individual key: 4644966

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PORTUS WEALTH ADVISORS, LLC	Independent wealth	Feb 8, 2019	n/a	yes	CHARLOTTE, NC	Current employment
SOUTHEAST FINANCIAL GROUP	Former SEC adviser	Jun 29, 2015	Feb 28, 2019	no	DAVIDSON, NC\|RALEIGH, NC\|Davidson, NC	Previous registration
PINNACLE ADVISORY GROUP, INC.	Former SEC adviser	Feb 2, 2007	May 13, 2015	no	COLUMBIA, MD	Previous registration
MORGAN STANLEY DW INC.	n/a	Feb 25, 2004	Dec 16, 2004	no	CHARLESTON, SC	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Apr 14, 2003	Mar 3, 2004	no	MT. PLEASANT , SC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SOUTHEAST FINANCIAL GROUP	PORTUS WEALTH ADVISORS, LLC	Feb 28, 2019	Feb 8, 2019	-20	Firm change	RIA to RIA
PINNACLE ADVISORY GROUP, INC.	SOUTHEAST FINANCIAL GROUP	May 13, 2015	Jun 29, 2015	47	Firm change	Other
MORGAN STANLEY DW INC.	PINNACLE ADVISORY GROUP, INC.	Dec 16, 2004	Feb 2, 2007	778	Firm change after gap	Other
EQUITABLE ADVISORS, LLC	MORGAN STANLEY DW INC.	Mar 3, 2004	Feb 25, 2004	-7	Firm change	Other

Relationships

Registered with (5)

→ PORTUS WEALTH ADVISORS, LLCRegistered adviserregistration: current employment
Feb 8, 2019 to presentfactForm ADV
→ SOUTHEAST FINANCIAL GROUPRegistered adviserregistration: previous registration
Jun 29, 2015 to Feb 28, 2019factForm ADV
→ PINNACLE ADVISORY GROUP, INC.Registered adviserregistration: previous registration
Feb 2, 2007 to May 13, 2015factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Feb 25, 2004 to Dec 16, 2004factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 14, 2003 to Mar 3, 2004factForm ADV

Dated events

No dated event names this entity yet.