William F. Wise

THE AMBRUS GROUP LLC

TAMPA, FL 33606

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CRD#: 7442251

Professional summary

William Frederick Wise, who also goes by Will Wise, is a registered financial advisor currently at THE AMBRUS GROUP LLC located in Tampa, Florida.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. William has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Will Wise

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) - RIA

Click below to view William Frederick Wise's 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

March 21, 2022 - Present

THE AMBRUS GROUP LLC

Office #1: 711 South Howard Ave Suite 200, Tampa, FL 33606

RIA

CRD#: 316761

TAMPA, FL

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

Florida
(3/21/2022)

IAR

Texas
(11/21/2022)

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

IAR

Series 65

Date: 5/20/2021

Uniform Investment Adviser Law Examination

Current Firm

THE AMBRUS GROUP LLC

CRD#: 316761 / SEC#:

Florida

Registered Investment Advisory firm - (3/21/2022 Approved)

Texas

Registered Investment Advisory firm - (11/15/2022 Conditional Restricted)

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Contact information

Main Address

711 South Howard Ave Suite 200, Tampa, FL 33606

Mailing Address

Phone number

(516) 398-4154

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	2
AUM (Assets Under Management)	$ 60,434,548

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.

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Firm Stability Insights

William F. Wise

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Frederick Wise's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE AMBRUS GROUP LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/20/2021

Current Firm

THE AMBRUS GROUP LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

THE AMBRUS GROUP LLC

TRUST BUT VERIFY

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