AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
WC

William R. Crowder

Some features on this profile are disabled
CRD#: 1111010
WC

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

William Rory Crowder, who also goes by Rory Crowder, was a registered financial professional .

William is a previously registered financial professional and started their career in finance in 1983. William had worked at 7 firms and has passed the Series 65, Series 63, Series 5, Series 3, Series 7, Series 4, Series 28 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Rory Crowder

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
I PRESENTLY OPERATE AS CEO OF HELIX TECHNOLOGY LTD., A GRAND CAYMAN, CAYMAN ISLANDS BASED CORPORATION ENGAGED IN THE DEVELOPMENT OF INFORMATION TECHNOLOGY SOFTWARE PROGRAMS FOR THE FINANCIAL MARKETS. I HAVE BEEN ENGAGED AS THE CENTRAL STRATEGIST SINCE THE FIRM'S INCEPTION IN MAY 2006, AND I SPEND APPROXIMATELY 50 - 100 HOURS PER MONTH ON THE BUSINESS OF THE FIRM.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

May 5, 2015 - October 30, 2025

SINE~WAVE TECHNOLOGY INC.

RIA
CRD#: 175203
SANTA ROSA, CA
Past

March 15, 2006 - January 18, 2013

CROWDER RUBICAM INC.

BD
CRD#: 137938
OAKLAND, CA
Past

April 16, 2001 - April 26, 2006

WEDBUSH SECURITIES INC.

BD
CRD#: 877
LOS ANGELES, CA
Past

May 12, 1995 - April 24, 2001

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

July 31, 1993 - May 25, 1995

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

June 2, 1986 - July 31, 1993

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

March 24, 1983 - June 4, 1986

FOSTER & MARSHALL INC.

BD
CRD#: 321

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 4/15/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 5
Date: 10/3/1983
Interest Rate Options Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 28
Date: 6/24/2005
Introducing Broker/Dealer Financial Operations Principal Examination
Principal/Supervisory Exam

Current Firm


ST
SINE~WAVE TECHNOLOGY INC.
SINE~WAVE TECHNOLOGY INC.

CRD#: 175203 / SEC#:

California
Registered Investment Advisory firm - (10/30/2025 Termination Requested)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Santa Rosa, CA
Mailing Address
Phone number
(510) 912-1855
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SINE~WAVE TECHNOLOGY INC.

CRD#: 175203

TRUST BUT VERIFY

Monitor William Crowder

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics