Witta
Payackapan

Sonora Investment Management

CRD#3252791
Investment Advisor
in Tucson, AZ

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About this Advisor

Witta Payackapan is a financial advisor based in Tucson, Arizona, working with Sonora Investment Management. Witta has previously worked at Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, N.A, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, E*Trade Securities LLC, E*Trade Capital Management LLC, and Sonora Investment Management Group, LLC. Witta has passed the Series 66 regulatory exam and is registered to provide services in Arizona and Texas. Currently, Witta is part of Sonora Investment Management, which operates from Tucson, Arizona. The firm has 1 office and 17 employees. Sonora Investment Management manages $2.4 billion in assets and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, as well as other services. The fee structure at Sonora Investment Management is asset-based.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets

Office Location

2343 E. Broadway Blvd, Suite 116
Tucson, AZ 85719

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Sonora Investment Management Brokerage Details

Total Assets Under Management

$2,436,867,673

AZ Average: $1,555,372,352
Total Number of Employees

17

AZ Average: 37
Total Number of Accounts

3,940

AZ Average: 1,370
Average Account Size

$618,494

AZ Average: $1,135,308

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Other

Witta Payackapan Work History

2022 - Present (3 years)

Sonora Investment Management Group, LLC

2020 - 2022 (2 years)

E*Trade Securities LLC

2020 - 2022 (2 years)

E*Trade Capital Management LLC

2017 - 2020 (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2017 - 2020 (3 years)

Bank Of America, N.A

2016 - 2017 (1 year)

Morgan Stanley Private Bank, N.A

2015 - 2017 (2 years)

Morgan Stanley Smith Barney LLC

2009 - 2015 (6 years)

Morgan Stanley Smith Barney LLC

Disclosures

Please visit the SEC profile of Witta Payackapan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Sonora Investment Management

Alex Nielsen
Tucson, AZ
Sara Alexander
Tucson, AZ
Emily Fain
Scottsdale, AZ
Ebersole Gaines
Tucson, AZ
Jed Brody
Scottsdale, AZ
Ludwell Gaines
Tucson, AZ
Michael Arko
Scottsdale, AZ
Edwin Hopper
Tucson, AZ

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