Unclaimed Profile

William Fleming Conger

RED HOOK MANAGEMENT LLC·MORRISTOWN, New Jersey

Series 5, Series 7, Series 31, Series 63, Series 65Clean record24 years registeredRED HOOK MANAGEMENT LLC

65 MADISON AVENUE, MORRISTOWN, NJ 07960CRD# 839778Firm CRD# 148237

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Fleming Conger · MORRISTOWN, NJ

Registration

CRD #839778 · RED HOOK MANAGEMENT LLC · 24 years registered

Brand Profile

Not yet started

Career History

SIMON QUICK ADVISORS, LLC

Jun 2022 – present

RED HOOK MANAGEMENT

Oct 2008 – Jun 2022

MORRISTOWN, NJ

RBC CAPITAL MARKETS CORPORATION

May 2002 – Sep 2008

FLORHAM PARK, NJ

Registrations & Exams

FINRA examinations passed

Series 5

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · May 10, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RED HOOK MANAGEMENT LLC

CRD 148237 · SEC 801-69570

AUM

$421M

Regulatory assets under management

Employees

277 client accounts

Services offered by RED HOOK MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at RED HOOK MANAGEMENT LLC →

Introduction

Speak with William

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if William is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MORRISTOWN?

Browse all registered financial advisors in MORRISTOWN, New Jersey or claim this profile if it's yours.

Browse MORRISTOWN Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does William Fleming Conger offer?

William Fleming Conger specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in MORRISTOWN, New Jersey for a consultation.

What are William Fleming Conger's credentials?

William Fleming Conger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Fleming Conger located?

William Fleming Conger is based in MORRISTOWN, New Jersey, working with RED HOOK MANAGEMENT LLC. Their office serves clients in the MORRISTOWN metropolitan area and surrounding communities.

How does William Fleming Conger charge for services?

William Fleming Conger's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RED HOOK MANAGEMENT LLC?

RED HOOK MANAGEMENT LLC has approximately 4 employees and manages $421M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →