William R. Berger
Professional summary
William Robert Berger, who also goes by Bill Berger, William Berger, is a registered financial advisor currently at FORTITER WEALTH MANAGEMENT, LLC located in Houston, Texas.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. William has worked at 5 firms and has passed the Series 65, Series 63, Series 7 and Series 2 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William Robert Berger's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 24, 2016 - Present
FORTITER WEALTH MANAGEMENT, LLC
Office #1: 1980 Post Oak Blvd. Suite 2100, Houston, TX 77056June 1, 2015 - July 26, 2016
PAUL COMSTOCK PARTNERS
February 8, 1999 - February 20, 2004
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.
December 7, 1998 - November 8, 2005
VAUGHAN NELSON TRUST COMPANY
October 4, 1996 - September 30, 1998
SECURITIES MANAGEMENT & RESEARCH, INC.
Primary Firm SEC Registration
FORTITER WEALTH MANAGEMENT, LLC
CRD#: 169577 / SEC#: 801-78931
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/24/2016)
Exams
Series 2
Date: 9/17/1990
Non-Member General Securities ExaminationCurrent Firm
FORTITER WEALTH MANAGEMENT, LLC
CRD#: 169577 / SEC#: 801-78931
Contact information
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 285 |
| AUM (Assets Under Management) | $ 379,879,950 |
Red Flags
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