Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Ullman is a registered investment advisor representative with Water Street Advisors LLC. William has been working in the financial industry for over 20 years and has a strong background in investment banking and portfolio management. He has a Series 65, Series 63, Series 24, Series 79, and Series 7. William is a member of the Board of Directors of VanEck Associates Corp., Capital Returns, LTD, and FinTech Collective. William's previous employment includes positions at Berkshire Global Advisors LP, Orchard Platform Markets, LLC, Greystone Wealth Advisors, LLC, and Right Wall Capital Mgt. LLC. William provides portfolio management services for individuals and pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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NY
05/16/2021 - Present
Water Street Advisors LLC (BROOKLYN NY)
NY
06/11/2020 - 09/27/2023
BERKSHIRE GLOBAL ADVISORS LP (NEW YORK NY)
NY
10/03/2016 - 08/06/2018
ORCHARD PLATFORM MARKETS, LLC (New York NY)
NY
03/09/2001 - 03/20/2006
BEAR, STEARNS SECURITIES CORP. (BROOKLYN NY)
NY
04/04/1997 - 03/20/2006
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
10/25/1989 - 04/04/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 11/05/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/2017
Series 24 - General Securities Principal Examination
BC
Issued 08/06/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2017
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 10/03/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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