William Wise is a registered investment advisor, based in Cobleskill, NY, with 14 years of industry experience.
Location
384 North Grand Street, Cobleskill, NY, 12043
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Fenimore Securities, INC.Broker
January 2023 - Present · 3 yrs 3 mos
Fenimore Asset Management, INC.
September 2022 - Present · 3 yrs 7 mos
Previous Registrations
Tandem Wealth Advisors
September 2020 - September 2021 · 1 yr
Beaumont Capital Management, LLC
January 2020 - August 2020 · 7 mos
Beaumont Financial Partners LLC
June 2015 - December 2019 · 4 yrs 6 mos
John Hancock Funds, LLCBroker
January 2011 - February 2015 · 4 yrs 1 mo
John Hancock Distributors LLCBroker
August 2010 - April 2011 · 8 mos
State Registrations1 state
NY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.