Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Van Martin is a registered investment advisor representative with Silvercrest Asset Management Group LLC. William has been in the industry since 2010 and is licensed in Texas. William previously worked at STERNE, AGEE & LEACH, INC. in New York, New York. William's areas of expertise include financial planning, portfolio management for businesses, portfolio management for individuals and portfolio management for pooled investment vehicles.
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.
Comprehensive financial plans to help you achieve your personal and business 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.
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NY
05/05/2022 - Present
Silvercrest Asset Management Group LLC (NEW YORK NY)
NY
04/13/2010 - 04/22/2014
STERNE, AGEE & LEACH, INC. (NEW YORK NY)
BC
Issued 07/23/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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