William Gardner, financial advisor Chadds Ford PA

William Gardner

CRD Number: 1362488
Current Firm: Gardner Lewis Asset Management LP

William Gardner (CRD# 1362488) is an Investment Advisor Representative working at Gardner Lewis Asset Management LP in Chadds Ford, PA and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Gardner Lewis Asset Management, LP Chadds Ford, PA Apr 1990 - Current 33
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1990
S65 NASAA Investment Advisors Law Examination Apr 1992
Contact Info for William W. Gardner
Phone Number: 610-558-2800
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    357
    MILLIONS
  • Total Number of Accounts
    18
    ACCOUNTS
  • Average Account Value
    $19,806,135
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

PA

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