Unclaimed Profile

William Thomas Mundy

WILSON BENNETT CAPITAL MANAGEMENT INC·MCLEAN, Virginia

SIE, Series 6, Series 7, Series 63CFPClean record14 years registeredWILSON BENNETT CAPITAL MANAGEMENT INC

8270 GREENSBORO DRIVE, MCLEAN, VA 22102CRD# 2641144Firm CRD# 107092

Profile Verification

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

Identity

William Thomas Mundy · MCLEAN, VA

Registration

CRD #2641144 · WILSON BENNETT CAPITAL MANAGEMENT INC · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WILSON BENNETT CAPITAL MANAGEMENT INC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jul 2013 – Mar 2017

MCLEAN, VA

WILSON BENNETT CAPITAL MANAGEMENT INC

Mar 2012 – Jun 2013

MCLEAN, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Registration record

First registered · March 30, 2012

Years registered · 14

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WILSON BENNETT CAPITAL MANAGEMENT INC

CRD 107092 · SEC 801-40215

AUM

$33M

Regulatory assets under management

Employees

48 client accounts

Services offered by WILSON BENNETT CAPITAL MANAGEMENT INC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at WILSON BENNETT CAPITAL MANAGEMENT INC →

Introduction

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Frequently Asked Questions

What services does William Thomas Mundy offer?

William Thomas Mundy specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are William Thomas Mundy's credentials?

William Thomas Mundy holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is William Thomas Mundy located?

William Thomas Mundy is based in MCLEAN, Virginia, last registered with WILSON BENNETT CAPITAL MANAGEMENT INC.

How does William Thomas Mundy charge for services?

William Thomas Mundy'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 WILSON BENNETT CAPITAL MANAGEMENT INC?

WILSON BENNETT CAPITAL MANAGEMENT INC has approximately 6 employees and manages $33M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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