William Fons has been Chief Compliance Officer of Intrinsic Investors since November 1999, is a control person of the firm and directly owns between 25% and 50% of it.
Intrinsic Investors LLC is a Wauwatosa, WI firm with $129M under management, 156 clients and 3 advisers in one office, as of its January 2026 filing.
William Fons’ longest registration is the current one, 26 years at Intrinsic Investors since 2000.
- CWM, LLCAlso current– present · under a yearWauwatosa, WI · Adviser representative · Firm CRD 155344
- Intrinsic Investors LLCCurrent– present · 26 yearsWauwatosa, WI · Adviser representative · Firm CRD 111968
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 4 August 1994 |
| Series 7 | General Securities Representative Examination | 3 August 1994 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- William Meredith Fons
- CRD
- 2501267
- Firm
- Intrinsic Investors · CRD 111968
- Role
- Chief Compliance Officer
- Office
- 1200 N MAYFAIR RD; SUITE 330, Wauwatosa, WI 53226
- Registration
- Investment adviser registration
- In the industry since
- August 1994
- Disciplinary history
- Not yet shown here · SEC record
Where does William Fons work?
William Fons has been Chief Compliance Officer of Intrinsic Investors LLC since November 1999, and is a control person of the firm.
Is William Fons a financial advisor?
Yes. William Fons has a current investment-adviser registration, through Intrinsic Investors since January 2000.
How many years of experience does William Fons have?
William Fons has 32 years in the financial industry, since August 1994, across 2 adviser firms.
What exams has William Fons passed?
William Fons has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in August 1994. FINRA credited William Fons with the SIE, which began in October 2018.
Where is William Fons based?
William Fons’ registered office is in Wauwatosa, WI.
Is William Fons registered with FINRA?
No. William Fons has no current broker registration.
How can I verify William Fons’ record?
Search CRD 2501267 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Fons’ full registration record.