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William Michael Reickert

INDEPENDENT FAMILY OFFICE, LLC·ALBANY, New York
Series 7, Series 63, Series 65Clean record24 years registeredINDEPENDENT FAMILY OFFICE, LLC
677 BROADWAY, ALBANY, NY 12207CRD# 1673416Firm CRD# 144811

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Michael Reickert · ALBANY, NY
Registration
CRD #1673416 · INDEPENDENT FAMILY OFFICE, LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

INDEPENDENT FAMILY OFFICE, LLC
Sep 2021 – present
THE AYCO COMPANY,L.P.
Jan 2002 – Mar 2005
BALLSTON SPA, NY
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · January 1, 2002
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
INDEPENDENT FAMILY OFFICE, LLC
CRD 144811 · SEC 801-74757
AUM
$556M
Regulatory assets under management
Employees
15
142 client accounts
Services offered by INDEPENDENT FAMILY OFFICE, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at INDEPENDENT FAMILY OFFICE, LLC →
Introduction

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05

Frequently Asked Questions

What services does William Michael Reickert offer?
William Michael Reickert specializes in Financial Planning, Investment Management. Contact their office in ALBANY, New York for a consultation.
What are William Michael Reickert's credentials?
William Michael Reickert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Michael Reickert located?
William Michael Reickert is based in ALBANY, New York, working with INDEPENDENT FAMILY OFFICE, LLC. Their office serves clients in the ALBANY metropolitan area and surrounding communities.
How does William Michael Reickert charge for services?
William Michael Reickert'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 INDEPENDENT FAMILY OFFICE, LLC?
INDEPENDENT FAMILY OFFICE, LLC has approximately 15 employees and manages $556M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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ALBANY, NY

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