William James Mortimer
Investment adviser representative at Solidarity Capital Management, LLC
15 yearsExperience
1 stateRegistered in
$127.6MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- Solidarity Capital Fund I L.P.Mar 2023 to now
- Solidarity Capital Management, LLCFeb 2023 to now
- Solidarity Wealth, LLCOct 2021 to now
- M. S. Howells & CoJan 2022 to Apr 2022
- Wells Fargo Clearing Services, LLCNov 2016 to Oct 2021
- Wells Fargo Advisors, LLCJan 2011 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (UT).
Solidarity Capital Management, LLC
$127.6MAssets managed
1Clients
4Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5078207
- Firm CRD
- 322596