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RIA / WealthAdvisorChartered Financial Analystdual registered (broker-dealer)46 years in industry

WILLARD LEE UMPHREY

Advisor at PEAR TREE ADVISORS, INC.

LINCOLN, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0cfa035d-a560-50ae-4aed-87d4755bf58b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:30 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Jan 7, 1980 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Willard Lee Umphrey

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PEAR TREE ADVISORS, INC.
Current firm class: asset managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 7, 1980earliest registration or exam on IAPD
Years in industry: 46derivedfrom the industry start date
Years at current firm: 24derivedfrom the current registration's begin date
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S63
First exam: Jan 7, 1980
Dual registered: yes, broker-dealer
IAPD individual key: 451556

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PEAR TREE ADVISORS, INC.	Asset manager	Mar 24, 2002	n/a	yes	LINCOLN, MA	Current employment

Relationships

Registered with (1)

→ PEAR TREE ADVISORS, INC.Registered adviserregistration: current employment
Mar 24, 2002 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0cfa035d-a560-50ae-4aed-87d4755bf58b
First observed: Jan 7, 1980
Last observed: Sep 14, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WILLARD LEE UMPHREY

Advisor at PEAR TREE ADVISORS, INC.

LINCOLN, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0cfa035d-a560-50ae-4aed-87d4755bf58b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:30 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

PEAR TREE ADVISORS, INC.

Asset manager

Mar 24, 2002

n/a

yes

LINCOLN, MA

Current employment