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William Dimmitt McBee

Sanders Morris LLC

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About William Dimmitt McBee

William McBee is a financial professional with over 40 years of experience in the industry. William is currently registered with Sanders Morris LLC and has a Series 7 and Series 63 license. William has previously worked for RBC Capital Markets, LLC, RBC Capital Markets Corporation, Bear, Stearns & Co. Inc., and Prudential-Bache Securities Inc. William provides financial planning, pension consulting, portfolio management for individuals, businesses, and pooled investment vehicles, and selection of other advisers.

Firm Information

William McBee is currently registered with Sanders Morris LLC. Sanders Morris LLC is a Limited Liability Company formed in 2015 and headquartered in Houston, Texas. The firm provides financial planning, pension consulting, selection of other advisers, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles. They are registered with the SEC and in all 50 states, as well as Puerto Rico and the Virgin Islands. Sanders Morris LLC has approximately $819,924,163 in regulatory assets under management.
Sanders Morris LLC

600 TRAVIS

HOUSTON, TX 77002-3003

$819.92M

Assets Under Management

Not reported

Total Clients

20

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your 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 individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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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 McBee’s Registration & Firm History

TX

03/01/2021 - Present

Sanders Morris LLC (Dallas TX)

TX

10/12/1999 - 12/08/2020

RBC CAPITAL MARKETS, LLC (DALLAS TX)

TX

10/29/2004 - 02/29/2008

RBC CAPITAL MARKETS CORPORATION (DALLAS TX)

NY

07/29/1983 - 10/25/1999

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

NA

12/05/1977 - 08/16/1983

PRUDENTIAL-BACHE SECURITIES INC.

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Licenses & Designations

BC

Issued 06/03/1980

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/19/1977

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for William Dimmitt McBee. Review regulatory record here.
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