William O. Patterson
Professional summary
William Oliver Patterson III, who also goes by William Oliver Patterson, is a registered financial advisor currently at SECOND AVENUE CAPITAL located in Minneapolis, Minnesota.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. William has worked at 2 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William Oliver Patterson III's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 9, 2015 - Present
SECOND AVENUE CAPITAL
Office #1: 60 South 6th Street, Suite 2560, Minneapolis, MN 55402November 3, 2000 - April 12, 2001
PIPER SANDLER & CO.
September 14, 1990 - December 2, 1998
PIPER SANDLER & CO.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/9/2015)
Exams
Current Firm
SECOND AVENUE CAPITAL
CRD#: 141998 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 5,000,000 |
Red Flags
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