Willard James Hall Iii
Professional Summary
Willard James Hall III, who also goes by James Willard Hall III, Jim Hall, is a registered financial advisor currently at THIRD AVENUE MANAGEMENT LLC located in New York, New York. Willard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Willard has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
James Willard Hall Iii, Jim Hall
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
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
24 years in the financial services industry
Current & Past Employments
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Current Firm
EQSF ADVISERS INC | THIRD AVENUE VALUE INCOME ADVISERS LLC (RELYING ADVISER) | THIRD AVENUE REAL ESTATE OPPORTUNITIES MANAGEMENT LLC (RELYING ADVISER) | THIRD AVENUE OPPORTUNITY MANAGEMENT LLC (RELYING ADVISER) | THIRD AVENUE MONTEREY FUND ADVISERS LLC (RELYING ADVISER) | THIRD AVENUE MANAGEMENT LLC | THIRD AVENUE INTERNATIONAL VALUE ADVISERS LLC (RELYING ADVISER) | THIRD AVENUE GLOBAL VALUE ADVISERS LLC (RELYING ADVISER) | THIRD AVENUE EMERGING MARKETS ADVISERS LLC (RELYING ADVISER)
Contact Information
Main Address
6 Grand Central At 666 Third Avenue Suite 1040, New York, NY 10017-4011Phone Number
(212) 888-5222# of Employees
19SEC notice filing (53 States and Territories)
Registered to provide investment advisory services in 53 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
17AUM (Assets Under Management)
$1,626,400,523Similar Advisors
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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.
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Primary Firm SEC Registration
EQSF ADVISERS INC | THIRD AVENUE VALUE INCOME ADVISERS LLC (RELYING ADVISER) | THIRD AVENUE REAL ESTATE OPPORTUNITIES MANAGEMENT LLC (RELYING ADVISER) | THIRD AVENUE OPPORTUNITY MANAGEMENT LLC (RELYING ADVISER) | THIRD AVENUE MONTEREY FUND ADVISERS LLC (RELYING ADVISER) | THIRD AVENUE MANAGEMENT LLC | THIRD AVENUE INTERNATIONAL VALUE ADVISERS LLC (RELYING ADVISER) | THIRD AVENUE GLOBAL VALUE ADVISERS LLC (RELYING ADVISER) | THIRD AVENUE EMERGING MARKETS ADVISERS LLC (RELYING ADVISER)
State Registrations and Notice Filings
(1/13/2017)
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
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 Willard James Hall III's CRS (Customer Relationship Summary).
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