William George Wise Iii
AIF®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...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Billy Wise, William George Wise
Similar Advisors
IDS LIFE INSURANCE COMPANY
RETIREMENT STRATEGIES
PFS INVESTMENTS INC.
ACT ADVISORS
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
IDS LIFE INSURANCE COMPANY
RETIREMENT STRATEGIES
PFS INVESTMENTS INC.
ACT ADVISORS
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
IDS LIFE INSURANCE COMPANY
RETIREMENT STRATEGIES
PFS INVESTMENTS INC.
ACT ADVISORS
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.
Similar Advisors
IDS LIFE INSURANCE COMPANY
RETIREMENT STRATEGIES
PFS INVESTMENTS INC.
ACT ADVISORS
Credentials
Years of Experience
16 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
IDS LIFE INSURANCE COMPANY
RETIREMENT STRATEGIES
PFS INVESTMENTS INC.
ACT ADVISORS
Current Firm
FENIMORE ASSET MANAGEMENT, INC.
Contact Information
Main Address
384 North Grand Street, Cobleskill, NY 12043Phone Number
(518) 234-4393# of Employees
43SEC notice filing (16 States and Territories)
Registered to provide investment advisory services in 16 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,192AUM (Assets Under Management)
$5,409,761,045Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/16/2026 | Cover Page | Report |
Similar Advisors
IDS LIFE INSURANCE COMPANY
RETIREMENT STRATEGIES
PFS INVESTMENTS INC.
ACT ADVISORS
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
IDS LIFE INSURANCE COMPANY
RETIREMENT STRATEGIES
PFS INVESTMENTS INC.
ACT ADVISORS
Primary Firm SEC Registration
FENIMORE ASSET MANAGEMENT, INC.
State Registrations and Notice Filings
(9/27/2022)
(1/25/2023)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Aug 2010About the Series 6 examSRO Registrations
Similar Advisors
IDS LIFE INSURANCE COMPANY
RETIREMENT STRATEGIES
PFS INVESTMENTS INC.
ACT ADVISORS
CRS (Client Relationship Summary) - RIA
Click below to view William George Wise III's CRS (Customer Relationship Summary).
Similar Advisors
IDS LIFE INSURANCE COMPANY
RETIREMENT STRATEGIES
PFS INVESTMENTS INC.
ACT ADVISORS