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RIA / WealthAdvisor10 years in industry

WILLIAM SEYFARTH

Advisor at VISTAMARK INVESTMENTS

HINSDALE, IL

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Search this name across graphsid dfx:ria:e799a9bb-0127-3224-8759-18cb1dcb2995

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Aug 7, 2018 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: VISTAMARK INVESTMENTS
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Aug 6, 2018
First registration: Aug 7, 2018
Dual registered: no
IAPD individual key: 6921144

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
VISTAMARK INVESTMENTS	Mixed wealth	Oct 23, 2025	n/a	yes	HINSDALE, IL	Current employment
ALLIANCEBERNSTEIN L.P.	Other adviser	Aug 7, 2023	Sep 17, 2025	no	Chicago, IL	Previous registration
KEEBECK WEALTH MANAGEMENT	Independent wealth	Feb 7, 2022	Apr 13, 2023	no	CHICAGO, IL	Previous registration
GOLDMAN SACHS WEALTH SERVICES, L.P.	Bd affiliated wealth	Aug 30, 2019	Dec 15, 2021	no	DEERFIELD, IL	Previous registration
DIMENSIONAL FUND ADVISORS LP	Asset manager	Aug 7, 2018	Mar 29, 2019	no	AUSTIN, TX	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
ALLIANCEBERNSTEIN L.P.	VISTAMARK INVESTMENTS	Sep 17, 2025	Oct 23, 2025	36	Firm change	Other
KEEBECK WEALTH MANAGEMENT	ALLIANCEBERNSTEIN L.P.	Apr 13, 2023	Aug 7, 2023	116	Firm change	Other
GOLDMAN SACHS WEALTH SERVICES, L.P.	KEEBECK WEALTH MANAGEMENT	Dec 15, 2021	Feb 7, 2022	54	Firm change	Ibd to RIA
DIMENSIONAL FUND ADVISORS LP	GOLDMAN SACHS WEALTH SERVICES, L.P.	Mar 29, 2019	Aug 30, 2019	154	Firm change	Other

Relationships

Registered with (5)

→ VISTAMARK INVESTMENTSRegistered adviserregistration: current employment
Oct 23, 2025 to presentfactForm ADV
→ ALLIANCEBERNSTEIN L.P.Registered adviserregistration: previous registration
Aug 7, 2023 to Sep 17, 2025factForm ADV
→ KEEBECK WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Feb 7, 2022 to Apr 13, 2023factForm ADV
→ GOLDMAN SACHS WEALTH SERVICES, L.P.Registered adviserregistration: previous registration
Aug 30, 2019 to Dec 15, 2021factForm ADV
→ DIMENSIONAL FUND ADVISORS LPRegistered adviserregistration: previous registration
Aug 7, 2018 to Mar 29, 2019factForm ADV

Dated events

Occurred
Sep 17, 2025
Advisor changed firm
William Seyfarth left Alliancebernstein L.P. for Vistamark Investments (registered 2025-10-23)
Form ADVobserved 5 days ago
Occurred
Apr 13, 2023
Advisor changed firm
William Seyfarth left Keebeck Wealth Management for Alliancebernstein L.P. (registered 2023-08-07)
Form ADVobserved 5 days ago