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RIA / WealthAdvisordual registered (broker-dealer)15 years in industry

WILLIAM GEORGE WISE

Advisor at FENIMORE ASSET MANAGEMENT, INC.

COBLESKILL, NY

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Search this name across graphsid dfx:ria:7c413263-fdcc-a09d-ef72-b900b8ffd146

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jun 5, 2015 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Current firm: FENIMORE ASSET MANAGEMENT, INC.
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 11, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S65|S66
First exam: Jan 11, 2011
First registration: Jun 5, 2015
Dual registered: yes, broker-dealer
Other names: WILLIAM GEORGE WISE|BILLY WISE
IAPD individual key: 5815173

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
FENIMORE ASSET MANAGEMENT, INC.	Mixed wealth	Sep 27, 2022	n/a	yes	COBLESKILL, NY	Current employment
TANDEM WEALTH ADVISORS	Independent wealth	Sep 10, 2020	Sep 13, 2021	no	PHOENIX, AZ\|RIDGEFIELD, CT	Previous registration
ALGORITHMIC INVESTMENT MODELS	Other adviser	Jan 17, 2020	Aug 24, 2020	no	Ridgefield, CT\|BOSTON, MA	Previous registration
BEAUMONT FINANCIAL PARTNERS LLC	Former SEC adviser	Jun 5, 2015	Dec 31, 2019	no	NEEDHAM, MA\|Ridgefield, CT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
TANDEM WEALTH ADVISORS	FENIMORE ASSET MANAGEMENT, INC.	Sep 13, 2021	Sep 27, 2022	379	Firm change	RIA to RIA
ALGORITHMIC INVESTMENT MODELS	TANDEM WEALTH ADVISORS	Aug 24, 2020	Sep 10, 2020	17	Firm change	Other
BEAUMONT FINANCIAL PARTNERS LLC	ALGORITHMIC INVESTMENT MODELS	Dec 31, 2019	Jan 17, 2020	17	Firm change	Other

Relationships

Registered with (4)

→ FENIMORE ASSET MANAGEMENT, INC.Registered adviserregistration: current employment
Sep 27, 2022 to presentfactForm ADV
→ TANDEM WEALTH ADVISORSRegistered adviserregistration: previous registration
Sep 10, 2020 to Sep 13, 2021factForm ADV
→ ALGORITHMIC INVESTMENT MODELSRegistered adviserregistration: previous registration
Jan 17, 2020 to Aug 24, 2020factForm ADV
→ BEAUMONT FINANCIAL PARTNERS LLCRegistered adviserregistration: previous registration
Jun 5, 2015 to Dec 31, 2019factForm ADV

Dated events

No dated event names this entity yet.