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RIA / WealthAdvisorCertified Financial Planner18 years in industry

WILLIAM PATRICK HUSSEY

Advisor at CLEARTREE ASSET MANAGEMENT, INC.

TAMPA, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e8ce4750-a029-d47e-df00-5ba8e4c083ee

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Sep 26, 2007 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: CLEARTREE ASSET MANAGEMENT, INC.
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 20, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Sep 20, 2007
First registration: Sep 26, 2007
Dual registered: no
Other names: Fritz Hussey|William P Hussey
IAPD individual key: 4627544

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
CLEARTREE ASSET MANAGEMENT, INC.	State registered	Jul 12, 2018	n/a	yes	TAMPA, FL	Current employment
CREATIVEONE WEALTH, LLC	Independent wealth	Jul 27, 2018	Sep 24, 2018	no	Tampa, FL\|OVERLAND PARK, KS	Previous registration
SUTTON WEALTH ADVISORS, INC.	Former SEC adviser	Jun 23, 2009	May 1, 2018	no	TAMPA, FL	Previous registration
RAYMOND JAMES FINANCIAL SERVICES, INC.	n/a	Sep 26, 2007	Jan 4, 2008	no	TAMPA, FL\|TAMPA, FL\|Radford, VA	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
CREATIVEONE WEALTH, LLC	n/a	Sep 24, 2018	n/a	n/a	Departure no registered destination	Departure
SUTTON WEALTH ADVISORS, INC.	CLEARTREE ASSET MANAGEMENT, INC.	May 1, 2018	Jul 12, 2018	72	Firm change	RIA to state RIA
RAYMOND JAMES FINANCIAL SERVICES, INC.	SUTTON WEALTH ADVISORS, INC.	Jan 4, 2008	Jun 23, 2009	536	Firm change after gap	Other

Relationships

Registered with (4)

→ CLEARTREE ASSET MANAGEMENT, INC.Registered adviserregistration: current employment
Jul 12, 2018 to presentfactForm ADV
→ CREATIVEONE WEALTH, LLCRegistered adviserregistration: previous registration
Jul 27, 2018 to Sep 24, 2018factForm ADV
→ SUTTON WEALTH ADVISORS, INC.Registered adviserregistration: previous registration
Jun 23, 2009 to May 1, 2018factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Sep 26, 2007 to Jan 4, 2008factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e8ce4750-a029-d47e-df00-5ba8e4c083ee
First observed: Sep 26, 2007
Last observed: Sep 14, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WILLIAM PATRICK HUSSEY

Advisor at CLEARTREE ASSET MANAGEMENT, INC.

TAMPA, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e8ce4750-a029-d47e-df00-5ba8e4c083ee

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:15 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

CLEARTREE ASSET MANAGEMENT, INC.

State registered

Jul 12, 2018

n/a

yes

TAMPA, FL

Current employment

CREATIVEONE WEALTH, LLC

Independent wealth

Jul 27, 2018

Sep 24, 2018

Tampa, FL|OVERLAND PARK, KS

Previous registration

SUTTON WEALTH ADVISORS, INC.

Former SEC adviser

Jun 23, 2009

May 1, 2018

TAMPA, FL

Previous registration

RAYMOND JAMES FINANCIAL SERVICES, INC.

n/a

Sep 26, 2007

Jan 4, 2008

TAMPA, FL|TAMPA, FL|Radford, VA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

CREATIVEONE WEALTH, LLC

n/a

Sep 24, 2018

n/a

Departure no registered destination

Departure

SUTTON WEALTH ADVISORS, INC.

CLEARTREE ASSET MANAGEMENT, INC.

May 1, 2018

Jul 12, 2018

Firm change

RIA to state RIA

RAYMOND JAMES FINANCIAL SERVICES, INC.

SUTTON WEALTH ADVISORS, INC.

Jan 4, 2008

Jun 23, 2009

536

Firm change after gap

Other