William M. Motley

FOSTER & MOTLEY

Cincinnati, OH 45236

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CRD#: 1942813

Professional summary

William Mark Motley is a registered financial advisor currently at FOSTER & MOTLEY INC located in Cincinnati, Ohio.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. William has worked at 3 firms and has passed the Series 63 and Series 7 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Mark Motley's CRS (Customer Relationship Summary).

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®

None

Experience

Current

December 4, 2000 - Present

FOSTER & MOTLEY INC

Office #1: 7755 Montgomery Road Suite 100, Cincinnati, OH 45236

RIA

CRD#: 106905

Cincinnati, OH

Past

January 10, 1996 - August 13, 1996

LEGG MASON WOOD WALKER, INCORPORATED

CRD#: 6555

BALTIMORE, MD

Past

April 18, 1989 - January 10, 1996

BARTLETT & CO.

CRD#: 86

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".

FOSTER & MOTLEY INC

FOSTER & MOTLEY INC | FOSTER & MOTLEY, INC.

CRD#: 106905 / SEC#: 801-53289

RIA

Registered Investment Advisory firm - (11/18/1996 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

Ohio
(12/4/2000)

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.

Exams

State Security Law Exam

Series 63

Date: 7/21/1989

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/15/1989

General Securities Representative Examination

Current Firm

FOSTER & MOTLEY INC

FOSTER & MOTLEY INC | FOSTER & MOTLEY, INC.

CRD#: 106905 / SEC#: 801-53289

RIA

Registered Investment Advisory firm - (11/18/1996 Approved)

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Contact information

Main Address

7755 Montgomery Road Suite 100, Cincinnati, OH 45236

Mailing Address

Phone number

(513) 561-6640

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FOSTER & MOTLEY ADV 2A BROCHURE (3/25/2025)

Regulatory assets under management

Total Number of Accounts	889
AUM (Assets Under Management)	$ 2,537,323,649

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/22/2024	Cover Page	Report
01/25/2024	Cover Page	Report
10/18/2022	Cover Page	Report

Red Flags

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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William M. Motley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Mark Motley's CRS (Customer Relationship Summary).

Certified licenses

Experience

FOSTER & MOTLEY INC

LEGG MASON WOOD WALKER, INCORPORATED

BARTLETT & CO.

Primary Firm SEC Registration

FOSTER & MOTLEY INC

State Registrations and Notice Filings

Exams

Series 63

Date: 7/21/1989

Series 7

Date: 4/15/1989

Current Firm

FOSTER & MOTLEY INC

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FOSTER & MOTLEY INC

TRUST BUT VERIFY

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