Walter R. Wick

SYSTEMATIC FINANCIAL MANAGEMENT LP

Teaneck, NJ 07666

Some features on this profile are disabled

CRD#: 4041643

Professional summary

Walter Ryan Wick is a registered financial advisor currently at SYSTEMATIC FINANCIAL MANAGEMENT LP located in Teaneck, New Jersey.

Walter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Walter 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.

Name: Glen River, LLC Investment Related: No Address: 74 Howard Road, Greenwich, CT 06831 Nature: Administrative Services Title: Member Start Date: 08/2007 Hrs/month: 10 Hrs/Trading: None Duties: Administrative duties

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Walter Ryan Wick'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

October 24, 2018 - Present

SYSTEMATIC FINANCIAL MANAGEMENT LP

Office #1: 300 Frank W Burr Blvd 7th Fl Glenpointe East, Teaneck, NJ 07666

RIA

CRD#: 106146

Teaneck, NJ

Past

April 30, 2001 - December 20, 2001

ABN AMRO INCORPORATED

CRD#: 15776

STAMFORD, CT

Past

April 4, 2000 - April 30, 2001

ABN AMRO SECURITIES LLC

CRD#: 6540

NEW YORK, NY

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".

SYSTEMATIC FINANCIAL MANAGEMENT LP

CRD#: 106146 / SEC#: 801-48908

RIA

Registered Investment Advisory firm - (4/10/1995 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

New Jersey
(10/24/2018)

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: 4/6/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/3/2000

General Securities Representative Examination

Current Firm

SYSTEMATIC FINANCIAL MANAGEMENT LP

CRD#: 106146 / SEC#: 801-48908

RIA

Registered Investment Advisory firm - (4/10/1995 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

300 Frank W Burr Blvd 7th Fl Glenpointe East, Teaneck, NJ 07666

Mailing Address

Phone number

(201) 928-1982

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (39 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SYSTEMATIC FINANCIAL MANAGEMENT, L.P. BROCHURE - MARCH 2025 (3/26/2025)

Regulatory assets under management

Total Number of Accounts	165
AUM (Assets Under Management)	$ 3,903,107,908

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.

Similar Advisors

Richard Dragotta

LPL FINANCIAL LLC

IAR

Paramus, NJ

Peter Kettle

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Brooklyn, NY

Diane Finnerty

MORGAN STANLEY

IAR

New York, NY

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Walter R. Wick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Walter Ryan Wick's CRS (Customer Relationship Summary).

Certified licenses

Experience

SYSTEMATIC FINANCIAL MANAGEMENT LP

ABN AMRO INCORPORATED

ABN AMRO SECURITIES LLC

Primary Firm SEC Registration

SYSTEMATIC FINANCIAL MANAGEMENT LP

State Registrations and Notice Filings

Exams

Series 63

Date: 4/6/2000

Series 7

Date: 4/3/2000

Current Firm

SYSTEMATIC FINANCIAL MANAGEMENT LP

Contact information

SEC notice filing (39 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SYSTEMATIC FINANCIAL MANAGEMENT LP

TRUST BUT VERIFY

Similar Advisors