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William Charles Fallon

CUTWATER INVESTOR SERVICES CORP.·ARMONK, New York
Unclaimed Profile
113 KING STREET, ARMONK, NY 10504CRD# 5116718Firm CRD# 107200
01

About

William Charles Fallon is a registered financial advisor based in ARMONK, New York, affiliated with CUTWATER INVESTOR SERVICES CORP.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
CUTWATER INVESTOR SERVICES CORP.
INSIGHT INVESTMENT
AUM
$15.0B
Regulatory assets under management
Employees
53
Total firm employees
View all advisors at CUTWATER INVESTOR SERVICES CORP. →
Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5116718
Firm CRD# 107200
8 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Charles Fallon offer?
William Charles Fallon specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in ARMONK, New York for a consultation.
What are William Charles Fallon's credentials?
William Charles Fallon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Charles Fallon located?
William Charles Fallon is based in ARMONK, New York, working with CUTWATER INVESTOR SERVICES CORP.. Their office serves clients in the ARMONK metropolitan area and surrounding communities.
How does William Charles Fallon charge for services?
William Charles Fallon'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 CUTWATER INVESTOR SERVICES CORP.?
CUTWATER INVESTOR SERVICES CORP. has approximately 53 employees and manages $15.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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