William J. Meyers

VELOCITY CLEARING

HAZLET, NJ 07730

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CRD#: 2182140

Professional summary

William Joseph Meyers is a registered financial professional currently at VELOCITY CLEARING, LLC located in Hazlet, New Jersey.

William is registered as a RR (Registered Representative) and started their career in finance in 1991. William has worked at 10 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

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) - BD

Click below to view William Joseph Meyers'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

July 1, 2010 - Present

VELOCITY CLEARING, LLC

Office #1: 1301 Route 36 Suite 103, Hazlet, NJ 07730

CRD#: 126588

HAZLET, NJ

Past

March 3, 2003 - May 26, 2010

FIS BROKERAGE & SECURITIES SERVICES LLC

CRD#: 104162

HOBOKEN, NJ

Past

November 20, 2002 - March 3, 2003

RUMSON CAPITAL, LLC

CRD#: 33848

MONTEBELLO, NY

Past

March 17, 1995 - June 26, 1995

DINA SECURITIES, INC.

CRD#: 25893

WAYNE, NJ

Past

September 9, 1994 - February 6, 1995

DOMESTIC SECURITIES, INC.

CRD#: 34721

MONTVALE, NJ

Past

January 5, 1993 - January 27, 1993

RUSHMORE CAPITAL, INC.

CRD#: 5940

MONTVALE, NJ

Past

June 5, 1992 - January 20, 1993

ALL-TECH DIRECT, INC.

CRD#: 13992

MONTVALE, NJ

Past

March 23, 1992 - May 26, 1992

LADENBURG THALMANN & CO. INC.

CRD#: 505

NEW YORK, NY

Past

November 29, 1991 - March 27, 1992

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Past

October 21, 1991 - November 26, 1991

CONTINENTAL BROKER-DEALER CORP.

CRD#: 14048

CARLE PLACE, NY

State Registrations and Notice Filings

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

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

New Jersey
(11/7/2019)

New York
(6/27/2011)

Exams

State Security Law Exam

Series 63

Date: 11/25/2002

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: 11/19/2002

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/24/2003

General Securities Principal Examination

SRO Registrations

Cboe BYX Exchange, Inc.

SRO Registrations

Cboe BZX Exchange, Inc.

SRO Registrations

Cboe EDGA Exchange, Inc.

SRO Registrations

Cboe EDGX Exchange, Inc.

SRO Registrations

FINRA

SRO Registrations

NYSE Arca, Inc.

SRO Registrations

Nasdaq Stock Market

Current Firm

VELOCITY CLEARING, LLC

CRD#: 126588 / SEC#: , 8-65894

Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)

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Contact information

Main Address

1301 Route 36 Suite 103, Hazlet, NJ 07730

Mailing Address

1301 Route 36 Suite 103, Hazlet, NJ 07730

Phone number

(201) 706-7157

Established

Delaware since 06/11/2010

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
VCT HOLDINGS, LLC	SOLE MEMBER
BRACERO, FRANK WILLIAM	CHIEF FINANCIAL OFFICER/FINOP	2178318
CALICE, ROBERT PEER	CHIEF OPERATIONS OFFICER	2759949
CRAWFORD, LAURA LYNN	CHIEF COMPLIANCE OFFICER	2666224
LOGAN, MICHAEL JAMES	CHIEF EXECUTIVE OFFICER	5763098
SCHAEFFER, BRIAN KEITH	PRESIDENT	3063403

Disclosures

Regulatory Event

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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Advisor Monitoring

Firm Stability Insights

William J. Meyers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view William Joseph Meyers's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIS BROKERAGE & SECURITIES SERVICES LLC

RUMSON CAPITAL, LLC

DINA SECURITIES, INC.

DOMESTIC SECURITIES, INC.

RUSHMORE CAPITAL, INC.

ALL-TECH DIRECT, INC.

LADENBURG THALMANN & CO. INC.

LEHMAN BROTHERS INC.

CONTINENTAL BROKER-DEALER CORP.

State Registrations and Notice Filings

Exams

Series 63

Date: 11/25/2002

SIE

Date: 10/1/2018

Series 7

Date: 11/19/2002

Series 24

Date: 1/24/2003

Cboe BYX Exchange, Inc.

Cboe BZX Exchange, Inc.

Cboe EDGA Exchange, Inc.

Cboe EDGX Exchange, Inc.

FINRA

NYSE Arca, Inc.

Nasdaq Stock Market

Current Firm

VELOCITY CLEARING, LLC

Contact information

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

VELOCITY CLEARING, LLC

TRUST BUT VERIFY

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