linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Wilson Kelty Fisher

AMG Funds LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Wilson? Claim Your Profile

About Wilson Kelty Fisher

Wilson Kelty Fisher is a registered investment advisor representative with AMG Funds LLC. Wilson has been in the industry since September 16, 1999. Wilson is registered with the state of Illinois and has a Series 65, Series 63 and Series 24 license. Wilson has previously worked at JACKSON NATIONAL LIFE DISTRIBUTORS, INC. in Franklin, Tennessee.

Firm Information

Wilson Fisher is currently registered with AMG Funds LLC. AMG Funds LLC is an investment advisor registered with the SEC. The firm's main office is located in STAMFORD, CT. AMG Funds LLC primarily provides portfolio management for investment companies, businesses, and individuals. The firm manages over $21 billion in assets, with a focus on discretionary investment strategies. They have 55 registered representatives, 4 investment advisor representatives, and 3 individuals who perform investment advisory functions.
AMG Funds LLC

680 WASHINGTON BOULEVARD

STAMFORD, CT 06901

$21.15B

Assets Under Management

Not reported

Total Clients

4

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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

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.

check

percentage of assets

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

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Wilson Fisher’s Registration & Firm History

CA

06/17/2010 - Present

AMG Funds LLC (Hermosa Beach CA)

TN

09/17/1999 - 02/20/2004

JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)

Not sure if Wilson Kelty Fisher is right for you?

Licenses & Designations

IA

Issued 04/24/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/29/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/14/2012

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/08/2000

Series 7 - General Securities Representative Examination

BC

Issued 09/16/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Wilson Kelty Fisher.
Not sure if Wilson Kelty Fisher is right for you?