Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Ross Singletary is a financial advisor with Arcus Capital Partners, LLC. William has been in the financial services industry since 1995. William is registered with the following states: Alabama, Florida, Georgia, Louisiana, Mississippi, North Carolina, Texas, and Virginia. William has a Series 3, Series 7, and Series 66 license. William specializes in portfolio management for individuals and businesses, as well as portfolio management for pooled investment vehicles. Arcus Capital Partners, LLC is a firm based in Atlanta, Georgia. The firm provides investment advisory services to high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles. The firm has a total of 2351632044 dollars under management. The firm's compensation arrangements include fixed fees, percentage of assets, performance-based fees, and other.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
General partner profits allocation & earned/carried interest
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2
GA
07/17/2023 - Present
Arcus Capital Partners, LLC (ATLANTA GA)
GA
01/17/2003 - 09/29/2008
CREDIT SUISSE SECURITIES (USA) LLC (ATLANTA GA)
NJ
02/27/2001 - 01/17/2003
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
09/09/1998 - 03/06/2001
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
TX
04/24/1997 - 03/21/1999
AGA BROKERAGE SERVICES, INC. (HOUSTON TX)
BOTH
Issued 11/16/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/05/1998
Series 3 - National Commodity Futures Examination
BC
Issued 04/24/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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