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William Hesse

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CRD#: 1192683
WH

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 Hesse, who also goes by Bill Hesse, William Edward Hesse, was a registered financial professional .

William is a previously registered financial professional and started their career in finance in 1984. William had worked at 23 firms and has passed the Series 63, Series 7, Series 6, Series 8 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bill Hesse | William Edward Hesse

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.
The advisor shows no other business activity.

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

July 18, 2013 - February 20, 2014

WTS PROPRIETARY TRADING GROUP LLC

BD
CRD#: 148117
NEW YORK, NY
Past

October 10, 2011 - October 24, 2011

WM. H. MURPHY & CO., INC.

BD
CRD#: 27274
HOUSTON, TX
Past

January 3, 2008 - September 17, 2009

MEETING STREET BROKERAGE, LLC

BD
CRD#: 34764
PALM CITY, FL
Past

December 11, 2006 - January 2, 2008

VANDHAM SECURITIES CORP.

BD
CRD#: 26258
WOODCLIFF LAKE, NJ
Past

April 19, 2006 - November 29, 2006

ECHOTRADE LLC

BD
CRD#: 42239
PHOENIX, AZ
Past

October 24, 2001 - December 6, 2002

PARKER FINANCIAL CORP.

BD
CRD#: 42140
VALLEY COTTAGE, NY
Past

August 24, 1998 - May 10, 2001

RUMSON CAPITAL, LLC

BD
CRD#: 33848
MONTEBELLO, NY
Past

May 19, 1998 - August 4, 1998

ON-SITE TRADING, INC.

BD
CRD#: 30271
GREAT NECK, NY
Past

August 22, 1997 - April 10, 1998

TRANS-HUDSON, L.L.C.

BD
CRD#: 33060
MONTEBELLO, NY
Past

June 4, 1997 - September 17, 1997

MONTROSE CAPITAL MANAGEMENT LTD.

BD
CRD#: 40799
NEW YORK, NY
Past

March 20, 1997 - May 21, 1997

FIRST LIBERTY INVESTMENT GROUP, INC.

BD
CRD#: 3536
PHILADELPHIA, PA
Past

May 24, 1996 - December 11, 1996

MILLENNIUM SECURITIES CORP.

BD
CRD#: 31695
NEW YORK, NY
Past

January 19, 1996 - June 5, 1996

NORTHEAST SECURITIES, LLC

BD
CRD#: 25996
MITCHELFIELD, NY
Past

November 30, 1995 - January 24, 1996

SHARPE CAPITAL, INC.

BD
CRD#: 18452
NEW YORK, NY
Past

July 19, 1995 - November 28, 1995

ROAN CAPITAL PARTNERS L.P.

BD
CRD#: 33063
NEW YORK, NY
Past

April 26, 1995 - June 20, 1995

HUNTER INTERNATIONAL SECURITIES, INC.

BD
CRD#: 34722
POMPANO BCH, FL
Past

April 12, 1995 - May 2, 1995

FSG SECURITIES, INC.

BD
CRD#: 35352
NEW YORK, NY
Past

April 18, 1994 - May 26, 1994

INSTITUTIONAL EQUITY CORPORATION

BD
CRD#: 19628
DALLAS, TX
Past

February 24, 1994 - April 13, 1994

RUMSON CAPITAL, LLC

BD
CRD#: 33848
MONTEBELLO, NY
Past

January 13, 1994 - February 2, 1994

TRANS-HUDSON, L.L.C.

BD
CRD#: 33060
MONTEBELLO, NY
Past

April 30, 1992 - December 20, 1993

GRAYSON FINANCIAL LLC

BD
CRD#: 11764
RED BANK, NJ
Past

December 11, 1989 - March 11, 1992

GRAYSON FINANCIAL LLC

BD
CRD#: 11764
RED BANK, NJ
Past

September 21, 1989 - December 5, 1989

JONATHAN ALAN & CO., INC.

BD
CRD#: 15914
Past

September 14, 1988 - July 6, 1989

ROBERT TODD FINANCIAL CORP.

BD
CRD#: 7423
Past

June 29, 1987 - January 12, 1990

NORTH COAST SECURITIES

BD
CRD#: 14915
Past

March 15, 1984 - June 18, 1985

FORESTERS FINANCIAL SERVICES, INC.

BD
CRD#: 305

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
RR
Series 63
Date: 10/4/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 8
Date: 8/21/1993
General Securities Sales Supervisor Examination (Options Module & General Module)
Principal/Supervisory Exam

Current Firm


WP
WTS PROPRIETARY TRADING GROUP LLC
WTS PROPRIETARY TRADING GROUP LLC

CRD#: 148117 / SEC#: , 8-67986

BD
Terminated by SEC on 03/06/2015
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 07/09/2008
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
WTS PTG HOLDINGS, LLCOWNER
CLARK, CHESTER EDMONDCEO2486219
DISCENZA, PETER VINCENT JRCHIEF COMPLIANCE OFFICER4386342
JONES, WILLIAM RUSSELLOPERATIONS MANAGER2948251
LI, XIAOYANFINOP4465893

Disclosures


Regulatory Event6

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


WTS PROPRIETARY TRADING GROUP LLC

CRD#: 148117

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