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Wilson K. Fisher

AMG FUNDS LLC
Hermosa Beach, CA
Some features on this profile are disabled
CRD#: 4001601
WF

Professional summary

Wilson Kelty Fisher is a registered financial advisor currently at AMG FUNDS LLC located in Hermosa Beach, California and AMG DISTRIBUTORS, INC. located in Stamford, Connecticut.

Wilson is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Wilson has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

top-8-questions

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 Wilson Kelty Fisher'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

June 17, 2010 - Present

AMG FUNDS LLC

RIA
CRD#: 153456
Hermosa Beach, CA
Current

February 17, 2004 - Present

AMG DISTRIBUTORS, INC.

Office #1: 680 Washington Blvd Suite 500, Stamford, CT 06901
BD
CRD#: 27314
Stamford, CT
Past

May 20, 2005 - June 18, 2010

AMG DISTRIBUTORS, INC.

RIA
CRD#: 27314
CHICAGO, IL
Past

April 26, 2004 - May 4, 2005

BURRIDGE GROUP LLC

RIA
CRD#: 106416
CHICAGO, IL
Past

September 17, 1999 - February 20, 2004

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

BD
CRD#: 40178
FRANKLIN, TN

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".
AF
AMG FUNDS LLC
AMG DISTRIBUTORS | MANAGERS INVESTMENT GROUP LLC | AMG WEALTH | AMG FUNDS LLC | AMG FUNDS

CRD#: 153456 / SEC#: 801-56365

RIA
Registered Investment Advisory firm - (3/30/1999 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(4/4/2024)
RR
California
(9/1/2006)
RR
Connecticut
(3/2/2012)
RR
Hawaii
(1/3/2013)
IAR
Illinois
(6/17/2010)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/24/2004
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/29/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/8/2000
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 9/16/1999
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 4/14/2012
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

AF
AMG FUNDS LLC
AMG DISTRIBUTORS | MANAGERS INVESTMENT GROUP LLC | AMG WEALTH | AMG FUNDS LLC | AMG FUNDS

CRD#: 153456 / SEC#: 801-56365

RIA
Registered Investment Advisory firm - (3/30/1999 Approved)
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Contact information

Main Address
680 Washington Boulevard Suite 500, Stamford, CT 06901
Mailing Address
Phone number
(203) 299-3500
Established
Firm type
Fiscal year end
# of Employees
88

SEC notice filing (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Regulatory assets under management

Total Number of Accounts5
AUM (Assets Under Management)$ 19,032,293,298

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.

Company Information

AMG FUNDS LLC

CRD#: 153456Hermosa Beach, CA

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