WP
William G. Porter
FORESIDE FUNDS DISTRIBUTORS LLC
Boston, MA 02116
Some features on this profile are disabled
CRD#: 2311229
WP
Professional summary
William Gerard Porter, who also goes by Bill Porter, Billy Porter, William G Porter, William Gerard Porter Jr, is a registered financial professional currently at FORESIDE FUNDS DISTRIBUTORS LLC located in Boston, Massachusetts.
William is registered as a RR (Registered Representative) and started their career in finance in 1993. William has worked at 5 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Bill Porter | Billy Porter | William G Porter | William Gerard Porter 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.
CRS (Client Relationship Summary) - BD
Click below to view William Gerard Porter's 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®
NoneExperience
Current
July 24, 2023 - Present
FORESIDE FUNDS DISTRIBUTORS LLC
Office #1: 500 Boylston Steet, Suite 1100, Boston, MA 02116Office #2: 1075 Main Street Suite 320, Waltham, MA 02451BD
CRD#: 31334
Boston, MA
Past
February 19, 2020 - July 21, 2023
ALPS DISTRIBUTORS, INC.
BD
CRD#: 16853
Waltham, MA
Past
August 26, 2008 - August 3, 2017
AMUNDI DISTRIBUTOR US, INC.
BD
CRD#: 24497
BOSTON, MA
Past
February 27, 2007 - August 18, 2008
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
BD
CRD#: 30107
BOSTON, MA
Past
November 6, 1997 - March 10, 2005
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
BD
CRD#: 30107
BOSTON, MA
Past
April 30, 1993 - December 11, 1996
DEAM INVESTOR SERVICES, INC.
BD
CRD#: 754
NEW YORK, NY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
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
RR
Alabama(8/1/2023)
RR
Alaska(8/11/2023)
RR
Arizona(8/16/2023)
RR
Arkansas(8/4/2023)
RR
California(8/2/2023)
RR
Colorado(8/1/2023)
RR
Connecticut(8/1/2023)
RR
Delaware(8/3/2023)
RR
District of Columbia(8/10/2023)
RR
Florida(8/2/2023)
RR
Georgia(8/3/2023)
RR
Hawaii(8/4/2023)
RR
Idaho(8/2/2023)
RR
Illinois(8/4/2023)
RR
Indiana(8/1/2023)
RR
Iowa(8/4/2023)
RR
Kansas(8/1/2023)
RR
Kentucky(8/4/2023)
RR
Louisiana(8/1/2023)
RR
Maine(8/1/2023)
RR
Maryland(8/2/2023)
RR
Massachusetts(7/25/2023)
RR
Michigan(8/3/2023)
RR
Minnesota(8/1/2023)
RR
Mississippi(8/4/2023)
RR
Missouri(8/1/2023)
RR
Montana(8/1/2023)
RR
Nebraska(8/1/2023)
RR
Nevada(8/7/2023)
RR
New Hampshire(8/4/2023)
RR
New Jersey(8/1/2023)
RR
New Mexico(8/2/2023)
RR
New York(8/1/2023)
RR
North Carolina(8/1/2023)
RR
North Dakota(8/7/2023)
RR
Ohio(8/1/2023)
RR
Oklahoma(8/3/2023)
RR
Oregon(8/2/2023)
RR
Pennsylvania(8/2/2023)
RR
Puerto Rico(8/4/2023)
RR
Rhode Island(8/3/2023)
RR
South Carolina(8/3/2023)
RR
South Dakota(8/1/2023)
RR
Texas(8/2/2023)
RR
Utah(8/1/2023)
RR
Vermont(8/1/2023)
RR
Virgin Islands(8/7/2023)
RR
Virginia(8/2/2023)
RR
Washington(8/1/2023)
RR
West Virginia(8/3/2023)
RR
Wisconsin(8/2/2023)
RR
Wyoming(8/1/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
FF
FORESIDE FUNDS DISTRIBUTORS LLC
440 FINANCIAL DISTRIBUTORS, INC. | PFPC DISTRIBUTORS, INC. | FORESIDE FUNDS DISTRIBUTORS LLC | FIRST DATA DISTRIBUTORS, INC. | BNY MELLON DISTRIBUTORS LLC | BNY MELLON DISTRIBUTORS INC.
CRD#: 31334 / SEC#: , 8-45467
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
190 Middle Street Suite 301, Portland, ME 04101
Mailing Address
190 Middle Street Suite 301, Portland, ME 04101
Phone number
(866) 251-6920
Established
Delaware since 01/30/2012
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
FINRA licenses (53 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FORESIDE DISTRIBUTORS LLC | DIRECTOR OWNER/SOLE MEMBER | |
| BRUNNER, JENNIFER ANNE | VP/CHIEF COMPLIANCE OFFICER | 1137783 |
| COWAN, TERESA MARIA KAZMIERSKI | PRESIDENT/MANAGER/DIRECTOR | 1544189 |
| EDELMAN, GABRIEL | SECRETARY | 6654419 |
| LA FOND, SUSAN LORENE | TREASURER | 4512785 |
| LANZA, CHRISTOPHER CONTE | VICE PRESIDENT | 2184856 |
| MACCHIA, KATE SCHENDEL | VICE PRESIDENT | 4863973 |
| SOMMERS, WESTON | CFO/FINOP | 5290145 |
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
FORESIDE FUNDS DISTRIBUTORS LLC
CRD#: 31334Boston, MA 02116TRUST BUT VERIFY
Monitor William Porter
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
