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William Reickert
from Independent Family Office, LLC
William Reickert is a financial advisor based in New York, Albany,
with 3 years of experience. William currently works for
Independent Family Office, LLC.
William maintains a S63 license (Uniform Securities Agent State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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William Reickert works at Independent Family Office, LLC
Independent Family Office, LLC is a financial advisor based in Albany, New York. It currently has around $525,639,006 of assets under management and employs approximately 13 people. The main advice areas covered by Independent Family Office, LLC are: financial planning services, portfolio management for individuals and/or small businesses, selection of other advisers and reporting. Independent Family Office, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
3 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
677 Broadway, 7th Floor, Albany, New York, 12207
Advisor can help with
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