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David Warren Iii Wiley Iii

&PARTNERS·NASHVILLE, Tennessee
SIE, Series 4, Series 7, Series 24, Series 27, Series 52TO, Series 53, Series 62, Series 63, Series 65, Series 79TO, Series 99TOClean record31 years registered&PARTNERS
40 BURTON HILLS BLVD, NASHVILLE, TN 37215CRD# 720094Firm CRD# 3767

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Warren Iii Wiley Iii · NASHVILLE, TN
Registration
CRD #720094 · &PARTNERS · 31 years registered
Brand Profile
Not yet started
01

Career History

&PARTNERS
Oct 1994 – present
HILLSBORO ADVISORS, LLC
May 2010 – Aug 2023
NASHVILLE, TN
02

Registrations & Exams

FINRA examinations passed
SIE
Series 4
Series 7
Series 24
Series 27
Series 52TO
Series 53
Series 62
Series 63
Series 65
Series 79TO
Series 99TO
Registration record
First registered · October 11, 1994
Years registered · 31
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
&PARTNERS
CRD 3767 · SEC 801-37145
AUM
$1.2B
Regulatory assets under management
Employees
327
3,051 client accounts
Services offered by &PARTNERS
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at &PARTNERS →
Introduction

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05

Frequently Asked Questions

What services does David Warren Iii Wiley Iii offer?
David Warren Iii Wiley Iii specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NASHVILLE, Tennessee for a consultation.
What are David Warren Iii Wiley Iii's credentials?
David Warren Iii Wiley Iii is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Warren Iii Wiley Iii located?
David Warren Iii Wiley Iii is based in NASHVILLE, Tennessee, working with &PARTNERS. Their office serves clients in the NASHVILLE metropolitan area and surrounding communities.
How does David Warren Iii Wiley Iii charge for services?
David Warren Iii Wiley Iii's firm is compensated through percentage of aum, hourly charges, fixed fees, subscription fees, commissions, performance-based fees, other: trans fee, service charges; 12b-1; money market trls; bdsp. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is &PARTNERS?
&PARTNERS has approximately 327 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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