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William Whitfield Gardner

GARDNER LEWIS ASSET MANAGEMENT LP·CHADDS FORD, Pennsylvania
Series 2, Series 63, Series 65Clean record31 years registeredGARDNER LEWIS ASSET MANAGEMENT LP
285 WILMINGTON WEST CHESTER PIKE, CHADDS FORD, PA 19317-9039CRD# 1362488Firm CRD# 105033

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Whitfield Gardner · CHADDS FORD, PA
Registration
CRD #1362488 · GARDNER LEWIS ASSET MANAGEMENT LP · 31 years registered
Brand Profile
Not yet started
01

Career History

GARDNER LEWIS ASSET MANAGEMENT LP
Mar 1995 – present
02

Registrations & Exams

FINRA examinations passed
Series 2
Series 63
Series 65
Registration record
First registered · March 21, 1995
Years registered · 31
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GARDNER LEWIS ASSET MANAGEMENT LP
CRD 105033 · SEC 801-36476
AUM
$357M
Regulatory assets under management
Employees
10
18 client accounts
Services offered by GARDNER LEWIS ASSET MANAGEMENT LP
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
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05

Frequently Asked Questions

What services does William Whitfield Gardner offer?
William Whitfield Gardner specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in CHADDS FORD, Pennsylvania for a consultation.
What are William Whitfield Gardner's credentials?
William Whitfield Gardner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Whitfield Gardner located?
William Whitfield Gardner is based in CHADDS FORD, Pennsylvania, working with GARDNER LEWIS ASSET MANAGEMENT LP. Their office serves clients in the CHADDS FORD metropolitan area and surrounding communities.
How does William Whitfield Gardner charge for services?
William Whitfield Gardner'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 GARDNER LEWIS ASSET MANAGEMENT LP?
GARDNER LEWIS ASSET MANAGEMENT LP has approximately 10 employees and manages $357M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GARDNER LEWIS ASSET MANAGEMENT LP

Andrew James Podolsky
CHADDS FORD, PA
Denise M Caruso
CHADDS FORD, PA

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