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William Meredith Fons

Intrinsic Investors LLC

Wauwatosa, WI

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Current Employers
Intrinsic Investors Llc

1200 N Mayfair Rd Suite 330, Wauwatosa, WI 53226 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APP_PEND_IARCE 2026-01-01
WI RA APP_PEND_IARCE 2026-01-01
  • FL RA
    APP_PEND_IARCE
    Since 2026-01-01
  • WI RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

1200 N Mayfair Rd; Suite 330, Wauwatosa, WI 53226 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Commonwealth Financial Network Waltham MA 11/1999 Present
Intrinsic Investors, Llc Wauwatosa WI 02/2000 Present
  • 11/1999 → Present
    Commonwealth Financial Network
    Waltham, MA
  • 02/2000 → Present
    Wauwatosa, WI
Previous Registrations
Other Businesses

1. REGISTERED INVESTMENT ADVISER - 100% OF IARS TIME IS DEVOTED TO BEING AN IAR OF INTRINSIC INVESTORS, LLC PROVIDING FINANCIAL PLANNING/CONSULTING AND ASSET MANAGEMENT - INVESTMENT RELATED 2. INTRINSIC INVESTORS, LLC - OWNER AND MEMBER OF PRIVATE ENTITY FOR SECURITIES AND ADVISORY BUSINESSES; INVESTMENT RELATED.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-08-04
  • S63 Uniform Securities Agent State Law Examination
    1994-08-04

View on SEC IAPD

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