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William Edward Reiser

BONAVENTURE CAPITAL, LLC·BIRMINGHAM, Alabama
Series 7, Series 63Clean record18 years registeredBONAVENTURE CAPITAL, LLC
820 SHADES CREEK PKWY., STE. 1200, BIRMINGHAM, AL 35209CRD# 2809521Firm CRD# 120780

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Edward Reiser · BIRMINGHAM, AL
Registration
CRD #2809521 · BONAVENTURE CAPITAL, LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

Jan 2008 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Registration record
First registered · January 1, 2008
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BONAVENTURE CAPITAL, LLC
CRD 120780 · SEC 801-64141
AUM
$430M
Regulatory assets under management
Employees
3
30 client accounts
Services offered by BONAVENTURE CAPITAL, LLC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
Introduction

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05

Frequently Asked Questions

What services does William Edward Reiser offer?
William Edward Reiser specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BIRMINGHAM, Alabama for a consultation.
What are William Edward Reiser's credentials?
William Edward Reiser is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Edward Reiser located?
William Edward Reiser is based in BIRMINGHAM, Alabama, working with BONAVENTURE CAPITAL, LLC. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.
How does William Edward Reiser charge for services?
William Edward Reiser's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BONAVENTURE CAPITAL, LLC?
BONAVENTURE CAPITAL, LLC has approximately 3 employees and manages $430M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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