William HatterCRD Number: 870358
Current Firm: Marathon Capital Management
William Hatter (CRD# 870358) is an Investment Advisor Representative working at Marathon Capital Management in Hunt Valley, MD and has over 42 years of experience in the finance industry.
Thrivent Investment Management Inc.
Abel Financial Management Company
Mml Investors Services, LLC
|Marathon Capital Management||Hunt Valley, MD||Sep 2019 - Current||2|
|Baltimore Capital Management, Inc.||Baltimore, MD||May 2016 - Nov 2019||3|
|Janney Montgomery Scott LLC||Philadelphia, PA||Aug 2002 - Apr 2017||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1979|
|S65||NASAA Investment Advisors Law Examination||Dec 2004|
Total Assets Under Management592MILLIONS
Total Number of Accounts613ACCOUNTS
Average Account Value$965,092
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, DC, FL, MA, MD, NH, NJ, NY, PA, TX, VA
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