Unclaimed Profile

William Moerschell Uhlemeyer

CRESTPOINT CAPITAL MANAGEMENT, LLC·GRAPEVINE, Texas

Series 65Clean record26 years registeredCRESTPOINT CAPITAL MANAGEMENT, LLC

1452 HUGHES ROAD, GRAPEVINE, TX 76051CRD# 2366900Firm CRD# 157926

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Moerschell Uhlemeyer · GRAPEVINE, TX

Registration

CRD #2366900 · CRESTPOINT CAPITAL MANAGEMENT, LLC · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CRESTPOINT CAPITAL MANAGEMENT, LLC

CRESTPOINT CAPITAL MANAGEMENT, LLC

Sep 2013 – Oct 2019

FOUR SEASONS, MO

LUTHER KING CAPITAL MANAGEMENT CORPORATION

Mar 2000 – Sep 2013

FORT WORTH, TX

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 24, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CRESTPOINT CAPITAL MANAGEMENT, LLC

CRD 157926 · SEC 801-78404

AUM

$66M

Regulatory assets under management

Employees

17 client accounts

Services offered by CRESTPOINT CAPITAL MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at CRESTPOINT CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does William Moerschell Uhlemeyer offer?

William Moerschell Uhlemeyer specializes in Investment Management, Wealth Management.

What are William Moerschell Uhlemeyer's credentials?

William Moerschell Uhlemeyer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Moerschell Uhlemeyer located?

William Moerschell Uhlemeyer is based in GRAPEVINE, Texas, last registered with CRESTPOINT CAPITAL MANAGEMENT, LLC.

How does William Moerschell Uhlemeyer charge for services?

William Moerschell Uhlemeyer'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 CRESTPOINT CAPITAL MANAGEMENT, LLC?

CRESTPOINT CAPITAL MANAGEMENT, LLC has approximately 1 employees and manages $66M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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