AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
WF

William J. Fleming

Some features on this profile are disabled
CRD#: 4310574
WF

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

William Joseph Fleming was a registered financial professional .

William is a previously registered financial professional and started their career in finance in 2001. William had worked at 5 firms and has passed the Series 65 and Series 27 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

October 5, 2006 - March 22, 2011

BIGELOW MUNICIPAL BOND ADVISERS, LLC

RIA
CRD#: 139784
DENVER, CO
Past

August 2, 2005 - May 12, 2009

BIGELOW & HART CAPITAL MANAGEMENT LLC

RIA
CRD#: 119288
DENVER, CO
Past

August 6, 2004 - December 31, 2018

BLUE RIVER ASSET MANAGEMENT, LLC

RIA
CRD#: 131463
MONTCLAIR, NJ
Past

July 26, 2004 - March 24, 2010

BIGELOW ASSET MANAGEMENT INTERNATIONAL, LLC

RIA
CRD#: 131475
JERSEY CITY, NJ
Past

July 26, 2004 - December 31, 2014

BLUE RIVER ASSET MANAGEMENT, LLC

RIA
CRD#: 131463
JERSEY CITY, NJ
Past

February 6, 2001 - April 23, 2013

AMERICUS INVESTMENT CORP.

BD
CRD#: 38636
DENVER, CO

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 4/6/2000
Uniform Investment Adviser Law Examination
Principal/Supervisory Exam

Current firm


No current employment

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


No current employment

TRUST BUT VERIFY

Monitor William Fleming

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics