William P. Gamello

WPM WEALTH ADVISORS LLC

Saratoga Springs, NY 12866

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CRD#: 1722812

Professional summary

William Paul Gamello, who also goes by Bill Gamello, is a registered financial advisor currently at WPM WEALTH ADVISORS LLC located in Saratoga Springs, New York.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. William has worked at 14 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bill Gamello

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.

Name of Business: Residential Rental Unit Investment-Related: No Address: 3006 Main Street, Valatie, NY 12184 Nature of Business: Apartment Rental Start Date: 10/2021 Hours/Month Devoted: 4 hrs/ month Hours Devoted during Business Hours: 0 Describe Duties: Collect rent, pay bills, maintain property

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Paul Gamello's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

October 13, 2021 - Present

WPM WEALTH ADVISORS LLC

Office #1: 63 Putnam Street Suite 204, Saratoga Springs, NY 12866

RIA

CRD#: 316722

Saratoga Springs, NY

Past

April 26, 2022 - January 18, 2024

DINOSAUR FINANCIAL GROUP, L.L.C

CRD#: 104446

NEW YORK, NY

Past

April 25, 2018 - January 12, 2022

DCM ADVISORS, LLC

RIA

CRD#: 126248

Valatie, NY

Past

January 19, 2018 - January 12, 2022

DINOSAUR FINANCIAL GROUP, L.L.C

CRD#: 104446

Valatie, NY

Past

August 17, 2015 - January 8, 2018

DINOSAUR FINANCIAL GROUP, L.L.C

CRD#: 104446

CLIFTON PARK, NY

Past

July 1, 2015 - January 24, 2018

ETICO WEALTH MANAGEMENT LLC

RIA

CRD#: 151046

VALATIE, NY

Past

March 1, 2013 - October 30, 2013

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

VALATIE, NY

Past

February 15, 2013 - October 30, 2013

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

VALATIE, NY

Past

December 24, 2009 - February 19, 2013

DINOSAUR FINANCIAL GROUP, L.L.C

CRD#: 104446

CLIFTON PARK, NY

Past

April 1, 2005 - December 31, 2009

MCGINN, SMITH & CO., INC.

CRD#: 8453

CLIFTON PARK, NY

Past

June 26, 2001 - April 12, 2005

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

ST. LOUIS, MO

Past

December 19, 2000 - December 12, 2001

AUERBACH, POLLAK & RICHARDSON INC.

CRD#: 29824

STAMFORD, CT

Past

January 20, 1995 - December 19, 2000

AMERICAN FRONTEER FINANCIAL CORPORATION

CRD#: 1398

DENVER, CO

Past

September 25, 1990 - January 23, 1995

FAIRCHILD FINANCIAL GROUP, INC.

CRD#: 21404

NEW YORK, NY

Past

April 13, 1989 - September 26, 1990

MLB INVESTMENTS, LTD.

CRD#: 18280

Past

January 5, 1989 - September 13, 1991

MONMOUTH INVESTMENTS, INC.

CRD#: 14047

Past

May 24, 1988 - January 9, 1989

HIBBARD BROWN & CO., INC.

CRD#: 18246

Past

November 25, 1987 - May 28, 1988

SHERWOOD CAPITAL, INC.

CRD#: 10474

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WPM WEALTH ADVISORS LLC

WCM WEALTH ADVISORS LLC | WPM WEALTH ADVISORS LLC

CRD#: 316722 / SEC#: 801-122458

RIA

Registered Investment Advisory firm - (10/7/2021 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(10/13/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/6/2013

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/18/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/21/1987

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/15/1989

General Securities Principal Examination

Current Firm

WPM WEALTH ADVISORS LLC

WCM WEALTH ADVISORS LLC | WPM WEALTH ADVISORS LLC

CRD#: 316722 / SEC#: 801-122458

RIA

Registered Investment Advisory firm - (10/7/2021 Approved)

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Contact information

Main Address

63 Putnam Street Suite 202, Saratoga Springs, NY 12866

Mailing Address

Phone number

(518) 369-5232

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WRAP FEE BROCHURE- WPM WEALTH ADVISORS LLC (10/20/2025)

Regulatory assets under management

Total Number of Accounts	328
AUM (Assets Under Management)	$ 64,388,000

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.

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Firm Stability Insights

William P. Gamello

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Paul Gamello's CRS (Customer Relationship Summary).

Certified licenses

Experience

DINOSAUR FINANCIAL GROUP, L.L.C

DCM ADVISORS, LLC

DINOSAUR FINANCIAL GROUP, L.L.C

DINOSAUR FINANCIAL GROUP, L.L.C

ETICO WEALTH MANAGEMENT LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

DINOSAUR FINANCIAL GROUP, L.L.C

MCGINN, SMITH & CO., INC.

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

AUERBACH, POLLAK & RICHARDSON INC.

AMERICAN FRONTEER FINANCIAL CORPORATION

FAIRCHILD FINANCIAL GROUP, INC.

MLB INVESTMENTS, LTD.

MONMOUTH INVESTMENTS, INC.

HIBBARD BROWN & CO., INC.

SHERWOOD CAPITAL, INC.

Primary Firm SEC Registration

WPM WEALTH ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/6/2013

Series 63

Date: 9/18/1987

SIE

Date: 10/1/2018

Series 7

Date: 11/21/1987

Series 24

Date: 12/15/1989

Current Firm

WPM WEALTH ADVISORS LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WPM WEALTH ADVISORS LLC

TRUST BUT VERIFY

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