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William W. Carey

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CRD#: 2172423
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 Ward Carey, who also goes by W Ward Carey, Ward Carey, William Ward Carey Jr, was a registered financial professional .

William is a previously registered financial professional and started their career in finance in 1991. William had worked at 8 firms and has passed the Series 63, Series 7, Series 55, Series 3 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


W Ward Carey | Ward Carey | William Ward Carey Jr

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

December 3, 2013 - January 29, 2014

DECKER & CO, LLC

BD
CRD#: 166446
MENLO PARK, CA
Past

March 29, 2005 - December 1, 2008

PGR SECURITIES, LLC

BD
CRD#: 133299
SAN FRANCISCO, CA
Past

December 4, 2001 - January 7, 2004

THINKEQUITY LLC

BD
CRD#: 44274
SAN FRANCISCO, CA
Past

October 9, 2000 - April 2, 2001

H.C.WAINWRIGHT & CO., LLC

BD
CRD#: 375
NEW YORK, NY
Past

September 14, 1998 - April 14, 1999

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
NEW YORK, NY
Past

July 8, 1996 - July 9, 1998

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
NEW YORK, NY
Past

May 13, 1992 - June 5, 1996

ALEX. BROWN & SONS INCORPORATED

BD
CRD#: 20
Past

November 5, 1991 - April 28, 1992

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY

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: 10/3/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 1/30/2006
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 3
Date: 10/28/1991
National Commodity Futures Examination
Principal/Supervisory Exam

Current Firm


D&
DECKER & CO, LLC
DECKER & CO, LLC

CRD#: 166446 / SEC#: , 8-69211

BD
Broker-Dealer Firm Regulated by FINRA (San Francisco district office)
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Contact information


Main Address
700 El Camino Real Suite 120, Menlo Park, CA 94025
Mailing Address
700 El Camino Real Suite 120, Menlo Park, CA 94025
Phone number
(415) 830-9890
Established
Delaware since 10/31/2012
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
DECKER, MARK BRANDONCCO/CEO/MANAGING MEMBER5692814
KORNSRI, HARINSHAREHOLDER6157452
PHANSUWON, KUNJANAPHANSHAREHOLDER6157450
ONESTO, RICHARD ERNESTFINOP2453096

Disclosures


Regulatory Event2

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


DECKER & CO, LLC

CRD#: 166446

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