William Hatter, financial advisor Hunt Valley MD

William Hatter

CRD 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.

Similar Advisors
Arnold Abel, financial advisor Hunt Valley MD
Arnold T. Abel
CRD# 1582180
Thrivent Investment Management Inc.
Similar Advisors
Rita Abel, financial advisor Hunt Valley MD
Rita Abel
CRD# 2436101
Abel Financial Management Company
Similar Advisors
Edwin Abrams, financial advisor Hunt Valley MD
Edwin A. Abrams
CRD# 2763082
Mml Investors Services, LLC
Company Name Location Dates Years
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
Contact Info for William H. Hatter
Phone Number: 410-329-1522
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    592
    MILLIONS
  • Total Number of Accounts
    613
    ACCOUNTS
  • Average Account Value
    $965,092
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, DC, FL, MA, MD, NH, NJ, NY, PA, TX, VA

Ready to hire a financial advisor? Get competitive proposals from William Hatter and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.