WG
William W. Gardner
GARDNER LEWIS ASSET MANAGEMENT LP
CHADDS FORD, PA 19317
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CRD#: 1362488
WG
Professional summary
William Whitfield Gardner is a registered financial advisor currently at GARDNER LEWIS ASSET MANAGEMENT LP located in Chadds Ford, Pennsylvania.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. William has worked at 1 firm and has passed the Series 65, Series 63 and Series 2 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
CONCORD PROPERTIES LP-SAME AS BUSINESS ADDRESS-MANAGE REAL ESTATE HOLDINGS-PARTNER-START 4/95-HRS PER MONTH-1 HRS DURING TRADING HRS-0
GARDNER LEWIS 401(K)PLAN-SAME AS BUSINESS ADDRESS-EMPLOYEE RET. PLAN-TRUSTEE-START 1/91-HRS PER MONTH-1-DURING TRADING-0
GARDNER LEWIS MONEY PURCHASE PLAN PLAN-SAME AS BUSINESS-EMPLOYEE RETIREMENT PLAN-TRUSTEE-START 1/94-HRS PER MNTH-1-DURING TRADING-0
RIVER RIDGE, INC.-3411 SILVERSIDE ROAD, 204 BAYNARD BLDG, WILM, DE 19810-MANAGE INTANGIBLE ASSETS-PRESIDENT-START 12/94-HRS PER MTH-6-DURING TRADING-0
BLUE WATER AVIATION, INC.-P.O. BOX 8013, WILM, DE 19803-AIRCRAFT CHARTER-PRESIDENT-START 2/98-HRS PER MNTH-3-DURING TRADING-0
SMITHBRIDGE PARTNERS, LP-SAME AS BUSINESS-MANAGE REAL ESTATE ASSETS-PARTNER-START 1/95-HRS PER MNTH-2-DURING TRADING-0
REX MEDICAL, INC., 585 COUNTY LINE ROAD, RADNOR, PA 19087 - DEVELOP MEDICAL DEVICES-PARTNER/PRESIDENT/CEO/DIRECTOR-START 2/96-HRS PER MNTH-8-DURING TRADING-2
CRS (Client Relationship Summary) - RIA
Click below to view William Whitfield Gardner's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 21, 1995 - Present
GARDNER LEWIS ASSET MANAGEMENT LP
Office #1: 285 Wilmington W Chester Pike, Chadds Ford, PA 19317RIA
CRD#: 105033
CHADDS FORD, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GL
GARDNER LEWIS ASSET MANAGEMENT LP
GARDNER LEWIS ASSET MANAGEMENT LP
CRD#: 105033 / SEC#: 801-36476
RIA
Registered Investment Advisory firm - (4/2/1990 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Pennsylvania(11/18/2002)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 2
Date: 6/20/1991
Non-Member General Securities ExaminationCurrent Firm
GL
GARDNER LEWIS ASSET MANAGEMENT LP
GARDNER LEWIS ASSET MANAGEMENT LP
CRD#: 105033 / SEC#: 801-36476
RIA
Registered Investment Advisory firm - (4/2/1990 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
285 Wilmington West Chester Pike, Chadds Ford, PA 19317-9039
Mailing Address
Phone number
(610) 558-2800
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (1 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 16 |
| AUM (Assets Under Management) | $ 430,608,614 |
Red Flags
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