William Alexander Ullman
Professional Summary
William Alexander Ullman, who also goes by Bill Ullman, is a registered financial advisor currently at CONNECTIVE WEALTH PARTNERS, LLC located in Brooklyn, New York. William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. William has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 79, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Bill Ullman
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
26 years in the financial services industry
Current & Past Employments
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Current Firm
CONNECTIVE WEALTH PARTNERS | THE FINANCIAL GYM | PRIVATE WEALTH COLLECTIVE | FINANCIAL GYM ADVISORS | CONNECTIVE WEALTH PARTNERS, LLC
Contact Information
Main Address
Farmingdale, NYPhone Number
(603) 498-1854# of Employees
13SEC notice filing (18 States and Territories)
Registered to provide investment advisory services in 18 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
619AUM (Assets Under Management)
$77,567,476Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
CONNECTIVE WEALTH PARTNERS | THE FINANCIAL GYM | PRIVATE WEALTH COLLECTIVE | FINANCIAL GYM ADVISORS | CONNECTIVE WEALTH PARTNERS, LLC
State Registrations and Notice Filings
(11/19/2025)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79 — Investment Banking Registered Representative Examination
Passed Jun 2017About the Series 79 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view William Alexander Ullman's CRS (Customer Relationship Summary).
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