William Wurm, financial advisor New York NY

William Wurm

CRD Number: 2354992
Current Firm: Beech Hill Advisors, Inc.

William Wurm (CRD# 2354992) is an Investment Advisor Representative working at Beech Hill Advisors, Inc. in New York, NY and has over 30 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Beech Hill Securities, Inc. New York, NY Mar 2001 - Current 23
Beech Hill Advisors New York, NY Mar 2001 - Current 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1993
S65 NASAA Investment Advisors Law Examination Aug 1995
Contact Info for William R. Wurm
Phone Number: 212-350-7250
Registered State(s):
  • CA
  • CT
  • FL
  • LA
  • MA
  • NH
  • NJ
  • NY
  • TX
  • VT
By the Numbers
  • Total Assets Under Management
    265
    MILLIONS
  • Total Number of Accounts
    556
    ACCOUNTS
  • Average Account Value
    $477,274
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Market timing services
Types of Clients
Registered States

CA, CT, FL, LA, MA, NH, NJ, NY, TX, VT

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