William CareyCRD Number: 1793529
Current Firm: Cortland Associates Inc.
William Carey (CRD# 1793529) is an Investment Advisor Representative working at Cortland Associates Inc. in Saint Louis, MO and has over 27 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Cortland Associates Inc.||St. Louis, MO||Feb 1989 - Current||27|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1989|
Total Assets Under Management605MILLIONS
Total Number of Accounts744ACCOUNTS
Average Account Value$813,172
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, FL, IL, IN, MA, MI, MO, NE, NY, TX