William R. Peeler

1808 CAPITAL PARTNERS

GREENSBORO, NC 27408

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CRD#: 2272665

Professional summary

William R Peeler JR, who also goes by Bill Peeler Jr, Jr William Peeler Jr, William Ralph Peeler Jr, is a registered financial advisor currently at 1808 CAPITAL PARTNERS located in Greensboro, North Carolina.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. William has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bill Peeler Jr | Jr William Peeler Jr | William Ralph Peeler 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.

(1) Name of Business: Atlantic Propertiies of Rowan, LLC Address: 702 Long Street, Lexington, NC, 27292, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 08/01/2007 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Administration and money transfers and money management (2) Name of Business: Peeler Properties Address: 702 Long Street, Lexington, NC, 27292, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 06/01/1977 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Manage and rent property...

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William R Peeler JR'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

November 15, 2024 - Present

1808 CAPITAL PARTNERS

Office #1: 5 Corporate Center Ct Suite 100, Greensboro, NC 27408

RIA

CRD#: 332702

GREENSBORO, NC

Past

January 2, 2009 - November 7, 2024

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

Winston Salem, NC

Past

June 8, 2004 - January 2, 2009

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA

CRD#: 6694

Winston Salem, NC

Past

November 24, 2003 - November 7, 2024

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

Winston Salem, NC

Past

December 31, 2001 - December 15, 2003

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

WINSTON - SALEM, NC

Past

October 6, 1998 - December 15, 2003

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

November 11, 1992 - October 7, 1998

SCOTT & STRINGFELLOW, INC.

CRD#: 3309

RICHMOND, VA

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".

1808 CAPITAL PARTNERS

1808 CAPITAL PARTNERS | ONE8ZERO8, LLC | 1808 CAPITAL PARTNERS, LLC

CRD#: 332702 / SEC#: 801-131397

RIA

Registered Investment Advisory firm - (10/31/2024 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

North Carolina
(11/15/2024)

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 65

Date: 12/29/1992

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/17/1992

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: 11/6/1992

General Securities Representative Examination

Current Firm

1808 CAPITAL PARTNERS

1808 CAPITAL PARTNERS | ONE8ZERO8, LLC | 1808 CAPITAL PARTNERS, LLC

CRD#: 332702 / SEC#: 801-131397

RIA

Registered Investment Advisory firm - (10/31/2024 Approved)

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Contact information

Main Address

5 Corporate Center Ct Suite 100, Greensboro, NC 27408

Mailing Address

Phone number

(336) 814-9800

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

1808 CAPITAL PARTNERS ADV PART 2A (2/28/2025)

Regulatory assets under management

Total Number of Accounts	995
AUM (Assets Under Management)	$ 650,959,830

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.

Contact information

xxxxx@xxxx.xxx

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William R. Peeler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William R Peeler JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

SCOTT & STRINGFELLOW, INC.

Primary Firm SEC Registration

1808 CAPITAL PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 12/29/1992

Series 63

Date: 11/17/1992

SIE

Date: 10/1/2018

Series 7

Date: 11/6/1992

Current Firm

1808 CAPITAL PARTNERS

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

1808 CAPITAL PARTNERS

TRUST BUT VERIFY

Contact information

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