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William George Jundanian

Masterworks Advisers, LLC

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About William George Jundanian

William George Jundanian is an investment advisor representative at Masterworks Advisers, LLC. William has been working in the financial industry since 2016, and has been associated with Masterworks Advisers, LLC since June 2023. William is licensed in New York and Texas. William holds a Series 66, Series 7TO, and SIE licenses. William previously worked at Arete Wealth Management, LLC.

Firm Information

William Jundanian is currently registered with Masterworks Advisers, LLC. Masterworks Advisers, LLC is an investment adviser based in NEW YORK, NY. The firm manages approximately $37,198,850 in assets for 438 clients. Masterworks Advisers, LLC provides portfolio management for individuals and pooled investment vehicles. The firm primarily works with individuals other than high-net-worth individuals, high-net-worth individuals, and pooled investment vehicles.
Masterworks Advisers, LLC

225 LIBERTY STREET

NEW YORK, NY 10281

$37.20M

Assets Under Management

Not reported

Total Clients

32

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 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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William Jundanian’s Registration & Firm History

NY

06/30/2023 - Present

Masterworks Advisers, LLC (NEW YORK NY)

NY

01/01/2022 - 02/27/2023

ARETE WEALTH MANAGEMENT, LLC (New York NY)

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Licenses & Designations

BOTH

Issued 03/12/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/31/2021

Series 7TO - General Securities Representative Examination

BC

Issued 11/12/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William George Jundanian.
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