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William Bradley Voss

Whitestar Asset Management LLC

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About William Bradley Voss

William Bradley Voss is a registered investment advisor representative with Whitestar Asset Management LLC. William has been in the securities industry since 1998. William's past experience includes roles at Bear, Stearns & Co. Inc. and Donaldson, Lufkin & Jenrette Securities Corporation. William is currently registered with Texas. William holds Series 7 and Series 63 licenses.

Firm Information

William Voss is currently registered with Whitestar Asset Management LLC. Whitestar Asset Management LLC is an investment advisor headquartered in Dallas, Texas. The firm manages over $3.99 billion in assets for a variety of clients, including investment companies, pooled investment vehicles, and high-net-worth individuals. The firm specializes in portfolio management for businesses, investment companies, and pooled investment vehicles. Whitestar Asset Management LLC is registered with the Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940.
Whitestar Asset Management LLC

200 CRESCENT COURT

DALLAS, TX 75201-1834

$3.99B

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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William Voss’s Registration & Firm History

TX

09/16/2013 - Present

Whitestar Asset Management LLC (DALLAS TX)

NY

11/10/2000 - 11/07/2002

BEAR, STEARNS & CO. INC. (NEW YORK NY)

NJ

09/12/1998 - 10/23/2000

DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)

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Licenses & Designations

BC

Issued 11/23/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/18/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Bradley Voss.
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