Wilson Gordon Saville Ii
Professional Summary
Wilson Gordon Saville II, who also goes by Wilson Gordon Saville, is a registered financial advisor currently at BARRETT & COMPANY located in Providence, Rhode Island. Wilson is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. Wilson has worked at 2 firms and has passed the Series 65, Series 63, Series 99TO, Series 57TO, SIE, Series 55, Series 7, Series 14, Series 24 and...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Wilson Gordon Saville
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
41 years in the financial services industry
Current & Past Employments
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Current Firm
BARRETT & COMPANY | THE FOUR SQUARE METHOD | SAVILLE, WILSON G. | BARRETT & COMPANY, INC.
Contact Information
Main Address
42 Weybosset St, Providence, RI 02903-2855Mailing Address
The Wilcox Building 42 Weybosset Street, Providence, RI 02903Phone Number
(401) 351-1000Established
Rhode Island since 01/01/1992Firm Type
CorporationFiscal Year End
DecemberFirm Size
Small# of Employees
7SEC notice filing (14 States and Territories)
Registered to provide investment advisory services in 14 US states and territories.
FINRA licenses (19 States and Territories)
Registered to provide investment advisory services in 14 US states and territories.
Documents
Part 2 Brochures
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| SAVILLE, WILSON GORDON II | PRESIDENT,SECRETARY,CHIEF COMPLIANCE OFFICER, & CHIEF FINANCIAL OFFICER | 1406756 |
Regulatory Assets Under Management
Total Number of Accounts
1,091AUM (Assets Under Management)
$529,683,081Disclosures
Regulatory Event
14Arbitration
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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.
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Primary Firm SEC Registration
BARRETT & COMPANY | THE FOUR SQUARE METHOD | SAVILLE, WILSON G. | BARRETT & COMPANY, INC.
State Registrations and Notice Filings
(1/22/1993)
(2/21/1992)
(9/12/1996)
(8/14/1986)
(8/14/1986)
(11/15/2011)
(10/13/1993)
(8/18/1986)
(4/6/2017)
(3/8/1993)
(12/8/2022)
(11/28/2011)
(1/11/2008)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 55 — Limited Representative-Equity Trader Exam
Passed Mar 2000SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Wilson Gordon Saville II's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Wilson Gordon Saville II's CRS (Customer Relationship Summary).
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