William Oliver Patterson III
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
William Oliver Patterson III, William Oliver Patterson
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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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
36 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
SECOND AVENUE CAPITAL | SECOND AVENUE CAPITAL LLC
Contact Information
Main Address
60 South 6th Street, Suite 2560, Minneapolis, MN 55402Phone Number
(952) 215-2012# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
1AUM (Assets Under Management)
$5,000,000Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view William Oliver Patterson III's CRS (Customer Relationship Summary).
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