William S. Villafranco
Professional summary
William Scott Villafranco, who also goes by Bill VIllafranco, is a registered financial advisor currently at VILLAFRANCO WEALTH MANAGEMENT located in Cresskill, New Jersey.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. William has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William Scott Villafranco's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 30, 2017 - Present
VILLAFRANCO WEALTH MANAGEMENT
March 18, 1999 - February 15, 2017
APB FINANCIAL GROUP, LLC
February 16, 1996 - February 11, 2003
ENERECAP PARTNERS, LLC
Primary Firm SEC Registration
VILLAFRANCO WEALTH MANAGEMENT
CRD#: 110371 / SEC#: 801-57412
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/17/2023)
(12/19/2021)
(8/30/2017)
Exams
Current Firm
VILLAFRANCO WEALTH MANAGEMENT
CRD#: 110371 / SEC#: 801-57412
Contact information
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 138 |
| AUM (Assets Under Management) | $ 283,516,984 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/03/2025 | ||
| 12/03/2024 | ||
| 12/22/2023 | ||
| 01/03/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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