Unclaimed Profile

William Robert Berger

FIRST ENDOWMENT DEVELOPMENT CORP·HOUSTON, Texas

Series 2, Series 7, Series 63, Series 65Clean record27 years registeredFIRST ENDOWMENT DEVELOPMENT CORP

6363 WOODWAY, HOUSTON, TX 77057CRD# 2097711Firm CRD# 105335

Profile Verification

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

Identity

William Robert Berger · HOUSTON, TX

Registration

CRD #2097711 · FIRST ENDOWMENT DEVELOPMENT CORP · 27 years registered

Brand Profile

Not yet started

Career History

FORTITER WEALTH MANAGEMENT, LLC

Oct 2016 – present

PAUL COMSTOCK PARTNERS

Jun 2015 – Jul 2016

HOUSTON, TX

VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.

Feb 1999 – Feb 2004

HOUSTON, TX

VAUGHAN NELSON TRUST COMPANY

Dec 1998 – Nov 2005

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

Series 2

Series 7

Series 63

Series 65

Registration record

First registered · December 7, 1998

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FIRST ENDOWMENT DEVELOPMENT CORP

CRD 105335 · SEC 801-22496

AUM

$2.0B

Regulatory assets under management

Employees

114 client accounts

Services offered by FIRST ENDOWMENT DEVELOPMENT CORP

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FIRST ENDOWMENT DEVELOPMENT CORP →

Introduction

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Frequently Asked Questions

What services does William Robert Berger offer?

William Robert Berger specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HOUSTON, Texas for a consultation.

What are William Robert Berger's credentials?

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

Where is William Robert Berger located?

William Robert Berger is based in HOUSTON, Texas, working with FIRST ENDOWMENT DEVELOPMENT CORP. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.

How does William Robert Berger charge for services?

William Robert Berger'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 FIRST ENDOWMENT DEVELOPMENT CORP?

FIRST ENDOWMENT DEVELOPMENT CORP has approximately 16 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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