William Fritz, financial advisor Palm Beach FL
93 score

William Fritz

CRD Number: 1066872
Current Firm: Highmore Group, LLC

William Fritz (CRD# 1066872) is an Investment Advisor Representative working at Highmore Group, LLC in Palm Beach, FL and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Highmore Group, LLC New York, NY Jun 2016 - Current < 1
Unemployed Palm Beach, FL Dec 2015 - May 2016 < 1
Oppenheimer & Company Inc. Boca Raton, FL Jul 2012 - Dec 2015 3
Unemployed West Palm Beach, FL Jan 2012 - Jul 2012 < 1
Presidio Merchant Partners LLC San Francisco, CA Feb 2011 - Dec 2011 < 1
Presidio Wealth Managment San Francisco, CA Sep 2009 - Feb 2011 1
Presidio Capital Advisors, LLC San Francisco, CA Sep 2009 - Sep 2010 1
Unemployed Dallas, TX Oct 2008 - Sep 2009 < 1
Hayman Capital Dallas, TX Feb 2008 - Oct 2008 < 1
Deutsche Bank Securities Inc. Dallas, TX Apr 2004 - Feb 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1982
S65 NASAA Investment Advisors Law Examination Dec 1994
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for William A. Fritz
Phone Number: 212-255-2221
Firm Website: http://www.highmore.com
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    254
    MILLIONS
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $21,173,670
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • 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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, FL, NY, TX

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BADGES
93

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