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William Robert Wurm

Beech Hill Advisors, Inc.

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About William Robert Wurm

William Robert Wurm is a partner and Registered Investment Advisor at Beech Hill Advisors, Inc. William has been in the financial industry since 1993. William has a wide range of experience in financial planning and investment management. William holds a Series 63, Series 65, Series 7, and Series 55 licenses. William is also a Chartered Financial Analyst (CFA).

Firm Information

William Wurm is currently registered with Beech Hill Advisors, Inc.. Beech Hill Advisors, Inc. is a New York-based investment advisor with 7 Investment Advisor Representatives. The firm manages approximately $313,122,695 in assets and provides financial planning and portfolio management services to individuals, high-net-worth individuals, and other clients. They also offer market timing services.
Beech Hill Advisors, Inc.

880 THIRD AVE 16TH FLOOR

NEW YORK, NY 10022

$313.12M

Assets Under Management

Not reported

Total Clients

7

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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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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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William Wurm’s Registration & Firm History

NY

10/13/2009 - Present

Beech Hill Advisors, Inc. (NEW YORK NY)

NY

07/08/1993 - 10/07/1999

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 08/17/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/30/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/26/2001

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 07/07/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Robert Wurm.
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