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William Wash Chisholm

Tidewater Wealth Advisors LLC

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About William Wash Chisholm

William Chisholm is a financial advisor with Tidewater Wealth Advisors LLC, based in Savannah, Georgia. William is a registered Investment Advisor Representative with a Series 65 license and has been in the industry since 1973. William's past experience includes working with Sterne, Agee & Leach, Inc. and Interstate/Johnson Lane Corporation. In addition to his role at Tidewater Wealth Advisors LLC, William also serves as the General Partner and 35% owner of O&C Management, LLC, which runs a hedge fund called "The Savannah Fund LP".

Firm Information

William Chisholm is currently registered with Tidewater Wealth Advisors LLC. Tidewater Wealth Advisors LLC is an investment advisor registered with the SEC. The firm provides financial planning and portfolio management services for individuals and high-net-worth individuals. As of their latest filing, the firm manages approximately $15,916,681 in assets for 13 clients.

$15.92M

Assets Under Management

Not reported

Total Clients

1

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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percentage of assets

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

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William Chisholm’s Registration & Firm History

GA

11/08/2010 - Present

Tidewater Wealth Advisors LLC (SAVANNAH GA)

GA

09/20/1991 - 08/25/2006

STERNE, AGEE & LEACH, INC. (SAVANNAH GA)

NC

10/14/1988 - 10/01/1991

INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)

NA

02/01/1973 - 10/14/1988

JOHNSON, LANE, SPACE, SMITH & CO., INC.

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Licenses & Designations

IA

Issued 10/01/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/13/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/01/1985

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/17/1977

PC - AMEX Put and Call Exam

BC

Issued 01/24/1973

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Wash Chisholm.
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