William Wagner, financial advisor Houston TX
90 score

William Wagner

CRD Number: 6101315
Current Firm: Salient Advisors, LP

William Wagner (CRD# 6101315) is an Investment Advisor Representative working at Salient Advisors, LP in Houston, TX and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Salient Partners, LP Houston, TX Jul 2012 - Current 4
Salient Capital Advisors, LLC Houston, TX Jul 2012 - Current 4
Endowment Advisers, LP Houston, TX Jul 2012 - Current 4
Salient Advisors, LP Houston, TX Jul 2012 - Current 4
Integrity Capital, LLC Houston, TX Jul 2012 - Oct 2015 3
Virtus Partners LLC Houston, TX Nov 2010 - Jul 2012 1
Virtus Partners Ltd London, Nov 2008 - Nov 2010 2
Virtus Partners LLC Houston, TX Jun 2007 - Nov 2008 1
Bank Of New York Houston, TX Feb 2007 - May 2007 < 1
Jp Morgan Chase Houston, TX Aug 2005 - Feb 2007 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2012
Contact Info for William R. Wagner
Phone Number: 713-993-4675
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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