William G. Wise
Professional summary
William George Wise III, AIF®, who also goes by Billy Wise, William George Wise, is a registered financial advisor currently at FENIMORE ASSET MANAGEMENT, INC. located in Cobleskill, New York and FENIMORE SECURITIES, INC. located in Cobleskill, New York.
William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. William has worked at 7 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7TO and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William George Wise III's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 27, 2022 - Present
FENIMORE ASSET MANAGEMENT, INC.
Office #1: 384 North Grand Street, Cobleskill, NY 12043January 25, 2023 - Present
FENIMORE SECURITIES, INC.
Office #1: 384 North Grand Street P. O. Box 399, Cobleskill, NY 12043Office #2: 384 North Grand Street-box 399, Cobleskill, NY 12043September 10, 2020 - September 13, 2021
TANDEM WEALTH ADVISORS
January 17, 2020 - August 24, 2020
ALGORITHMIC INVESTMENT MODELS
June 5, 2015 - December 31, 2019
BEAUMONT FINANCIAL PARTNERS LLC
January 7, 2011 - February 23, 2015
JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC
August 10, 2010 - April 5, 2011
JOHN HANCOCK DISTRIBUTORS LLC
Primary Firm SEC Registration
FENIMORE ASSET MANAGEMENT, INC.
CRD#: 110946 / SEC#: 801-10429
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/27/2022)
(1/25/2023)
Exams
Series 7TO
Date: 11/30/2022
General Securities Representative ExaminationFINRA
Current Firm
FENIMORE ASSET MANAGEMENT, INC.
CRD#: 110946 / SEC#: 801-10429
Contact information
SEC notice filing (16 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,164 |
| AUM (Assets Under Management) | $ 5,425,014,709 |
Red Flags
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