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William Ralph Birt Iii

CELERES CAPITAL MANAGEMENT, LLC·CHICAGO, Illinois
SIE, Series 4, Series 7, Series 24, Series 63Clean recordCELERES CAPITAL MANAGEMENT, LLC
401 NORTH MICHIGAN AVENUE, CHICAGO, IL 60611CRD# 4429569Firm CRD# 169925

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Ralph Birt Iii · CHICAGO, IL
Registration
CRD #4429569 · CELERES CAPITAL MANAGEMENT, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 4
Series 7
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
CELERES CAPITAL MANAGEMENT, LLC
CRD 169925 · SEC 801-79047
AUM
—
Regulatory assets under management
Employees
5
Total firm employees
Services offered by CELERES CAPITAL MANAGEMENT, LLC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Educational seminars/workshops
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at CELERES CAPITAL MANAGEMENT, LLC →
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Frequently Asked Questions

What services does William Ralph Birt Iii offer?
William Ralph Birt Iii specializes in Investment Management, Retirement Planning, Wealth Management, Financial Education. Contact their office in CHICAGO, Illinois for a consultation.
What are William Ralph Birt Iii's credentials?
William Ralph Birt Iii is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Ralph Birt Iii located?
William Ralph Birt Iii is based in CHICAGO, Illinois, working with CELERES CAPITAL MANAGEMENT, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does William Ralph Birt Iii charge for services?
William Ralph Birt Iii'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 CELERES CAPITAL MANAGEMENT, LLC?
CELERES CAPITAL MANAGEMENT, LLC has approximately 5 employees. The firm is registered with the SEC as an investment adviser.
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Judith Ann Calder
CHICAGO, IL
Devin Lamarr Wicker
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Research
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