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William Frederick Gregory

BECK CAPITAL MANAGEMENT LLC·AUSTIN, Texas
Series 7, Series 63, Series 65Clean record12 years registeredBECK CAPITAL MANAGEMENT LLC
2009 S. CAPITAL OF TEXAS HWY., AUSTIN, TX 78746CRD# 2873020Firm CRD# 152705

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Frederick Gregory · AUSTIN, TX
Registration
CRD #2873020 · BECK CAPITAL MANAGEMENT LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

BECK CAPITAL MANAGEMENT LLC
Jan 2014 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · January 21, 2014
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BECK CAPITAL MANAGEMENT LLC
CRD 152705 · SEC 801-70977
AUM
$385M
Regulatory assets under management
Employees
10
970 client accounts
Services offered by BECK CAPITAL MANAGEMENT LLC
Per Form ADV
Portfolio management (individuals)
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
Nonprofits & Foundations
View all advisors at BECK CAPITAL MANAGEMENT LLC →
Introduction

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05

Frequently Asked Questions

What services does William Frederick Gregory offer?
William Frederick Gregory specializes in Investment Management, Fee-Only Advisory. Contact their office in AUSTIN, Texas for a consultation.
What are William Frederick Gregory's credentials?
William Frederick Gregory is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Frederick Gregory located?
William Frederick Gregory is based in AUSTIN, Texas, working with BECK CAPITAL MANAGEMENT LLC. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.
How does William Frederick Gregory charge for services?
William Frederick Gregory's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BECK CAPITAL MANAGEMENT LLC?
BECK CAPITAL MANAGEMENT LLC has approximately 10 employees and manages $385M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BECK CAPITAL MANAGEMENT LLC

James Franklin Beck
AUSTIN, TX
Bryan Crossley Anderson
AUSTIN, TX
Lewis James Spellman
AUSTIN, TX

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