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

William J. Mccarthy

Some features on this profile are disabled
CRD#: 1580003
WM

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 John Mccarthy, who also goes by Bill Mccarthy, was a registered financial professional .

William is a previously registered financial professional and started their career in finance in 1987. William had worked at 12 firms and has passed the Series 63, Series 55, Series 7, Series 14, Series 53, Series 8, Series 24 and Series 4 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bill Mccarthy

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

March 31, 2014 - September 8, 2014

OCEANUS SECURITIES, LLC

BD
CRD#: 133798
NEW YORK, NY
Past

June 9, 2011 - May 1, 2012

ATM

BD
CRD#: 137211
JERSEY CITY, NJ
Past

February 7, 2005 - May 25, 2010

ARITAS SECURITIES LLC

BD
CRD#: 128453
NEW YORK, NY
Past

January 25, 2001 - January 3, 2005

INSTINET, LLC

BD
CRD#: 42886
NEW YORK, NY
Past

August 4, 1997 - January 8, 2001

UST SECURITIES CORP.

BD
CRD#: 13906
STAMFORD, CT
Past

April 29, 1997 - June 18, 1997

SCHONFELD SECURITIES, LLC

BD
CRD#: 23304
JERICHO, NY
Past

September 27, 1995 - March 18, 1997

TRIBAL CAPITAL MARKETS, LLC

BD
CRD#: 38901
BRANDENTON, FL
Past

October 13, 1992 - July 24, 1995

PERSHING LLC

BD
CRD#: 7560
JERSEY CITY, NJ
Past

September 20, 1991 - October 5, 1992

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

September 7, 1989 - July 23, 1991

BARRETT DAY SECURITIES, INC.

BD
CRD#: 17717
NEW YORK, NY
Past

July 17, 1989 - November 1, 1989

RECTOR CAPITAL CORP.

BD
CRD#: 16837
Past

January 5, 1987 - April 1, 1989

WAKEFIELD FINANCIAL CORPORATION

BD
CRD#: 11064

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: 3/27/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 55
Date: 2/14/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 8/25/1996
Compliance Officer Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 12/7/1993
General Securities Sales Supervisor Examination (Options Module & General Module)
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


OS
OCEANUS SECURITIES, LLC
OCEANUS SECURITIES, LLC

CRD#: 133798 / SEC#: , 8-66772

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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
521 Fifth Avenue 37th Floor, New York, NY 10175
Mailing Address
521 Fifth Avenue 37th Floor, New York, NY 10175
Phone number
(212) 509-5600
Established
Delaware since 10/16/2003
Firm type
Limited Liability Company
Fiscal year end
March
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
OCEANUS ASSOCIATES LLCMEMBER
CAMPBELL, ROBERT NMNFINOP, PFO, POO1349154
EARLYWINE, MICHAEL JOHNCCO2166679
GAMBHIR, NITINPRESIDENT2632026

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


OCEANUS SECURITIES, LLC

CRD#: 133798

TRUST BUT VERIFY

Monitor William Mccarthy

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