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William James Williamson Iii

GLADSTONE WEALTH PARTNERS

Bedminster, NJ

·CRD# 2391430·33 years experience

Professional Summary

William James Williamson III, who also goes by William J Williamson, William James Williamson, is a registered financial advisor currently at GLADSTONE WEALTH PARTNERS located in Bedminster, New Jersey and LPL FINANCIAL LLC located in Bedminster, New Jersey. William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. William has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

William J Williamson, William James Williamson

Blog Corner

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Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

Direct

(xxx) xxx-xxxx

Email

xxxxx@xxxx.xxx

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

33 years in the financial services industry

Current & Past Employments

GLADSTONE WEALTH PARTNERS·CRD# 250787

RIA

1545 Us-206 Suite 300, Bedminster, NJ 07921

October 10, 2018 - Present

LPL FINANCIAL LLC·CRD# 6413

RIA

BD

1545 Us Highway 206 Ste 300, Bedminster, NJ 07921

March 31, 2017 - Present

LPL FINANCIAL LLC·CRD# 6413

RIA

Hackettstown, NJ

March 31, 2017 - October 6, 2020

SANTANDER SECURITIES LLC·CRD# 41791

RIA

Colonia, NJ

January 10, 2017 - April 4, 2017

SANTANDER SECURITIES LLC·CRD# 41791

BD

Colonia, NJ

September 19, 2012 - April 4, 2017

LPL FINANCIAL LLC·CRD# 6413

BD

Colonia, NJ

May 27, 2008 - September 19, 2012

IFMG SECURITIES, INC.·CRD# 14416

BD

Hamilton, NJ

January 31, 2005 - May 27, 2008

WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616

BD

St. Louis, MO

November 11, 2003 - January 24, 2005

CITIGROUP GLOBAL MARKETS INC.·CRD# 7059

BD

New York, NY

October 15, 2001 - May 2, 2003

FIDELITY BROKERAGE SERVICES LLC·CRD# 7784

BD

Smithfield, RI

December 22, 1993 - September 6, 2001

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Current Firm

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GLADSTONE WEALTH PARTNERS

AFFINITY WEALTH MANAGEMENT GROUP | WHITE OAK WEALTH PARTNERS | WEALTH FORMAT SYSTEMS, LLC. | TRUE VISION FINANCIAL ADVISORS | THE TEMPLAR FINANCIAL GROUP, LLC | THE PEACOCK GROUP, INC. | THE CHOICE GROUP | SYMMETRY WEALTH ADVISORY GROUP | STRATOS WEALTH ADVISORY GROUP | STRATOS WEALTH ADVISOR GROUP | STAGE WEALTH MANAGEMENT | SSNA WEALTH | SILVERLEAF WEALTH MANAGEMENT | PUZZLE WEALTH SOLUTIONS, LLC | PUZZLE WEALTH SOLUTIONS LLC | PUZZLE WEALTH PARTNERS | PUZZLE ICS | PRIVATE WEALTH GROUP | PLATINUM WEALTH ADVISORS | PINNACLE WEALTH MANAGEMENT | PERSPECTIVE WEALTH PLANNING | PEAK WEALTH PARTNERS | PALMIERI FINANCIAL GROUP | MCKEE WEALTH MANAGEMENT INC. | MCKEE FINANCIAL, LLC | MCKEE FINANCIAL RESOURCES, INC | MCKEE FINANCIAL RESOURCES INC. | MASTRODIMOS WEALTH GROUP | LIMESTONE FINANCIAL GROUP | LAU WEALTH MANAGEMENT | KEY FINANCIAL ADVISORS, LLC | JOCKEY HOLLOW FINANCIAL SERVICES, LLC | IRUS WEALTH MANAGEMENT | INVESTMENT BY PLANNERS | INTEGRITY WEALTH | INTEGRITY POINT ADVISORS | HOFFMAN FINANCIAL STRATEGIES | HENRY AND HANNAY WEALTH MANAGEMENT | HEARTLAND RETIREMENT GROUP WEALTH MANAGEMENT | HEALTH MEETS WEALTH ADVISORS | GREEN RIDGE WEALTH PLANNING | GLADSTONE WEALTH PARTNERS | GLADSTONE WEALTH GROUP | GLADSTONE INSTITUTIONAL ADVISORY LLC | GLADSTONE CAPITAL MANAGEMENT | FREEDOM INVESTMENT MANAGEMENT GROUP | FOCUSED WEALTH, LLC. | CARBON WEALTH MANAGEMENT INC. | BLUESTONE WEALTH ADVISORS | AVANCE PRIVATE WEALTH MANAGEMENT | AURORA WEALTH ADVISORS | AS WEALTH MANAGEMENT LLC | AFFLUENT WEALTH CONSULTING LLC

CRD#: 250787 / SEC#: 801-101532

RIA

Registered Investment Advisory firm - SEC (7/28/2015 Approved)

Contact Information

Main Address

2000 Pga Blvd. Suite 4440, Palm Beach Gardens, FL 33408

Mailing Address

1545 Us-206 Suite 300, Bedminster, NJ 07921

Phone Number

(908) 719-1313

# of Employees

186

SEC notice filing (50 States and Territories)

Registered to provide investment advisory services in 50 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

GLADSTONE WRAP BROCHURE (9/24/2026)

GLADSTONE FORM ADV PART 2A, FIRM BROCHURE (9/24/2026)

Regulatory Assets Under Management

Total Number of Accounts

18,794

AUM (Assets Under Management)

$5,683,810,586

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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. 3/31/17 - William Williamson -INV REL -Reported Business Location(s)- Non-Variable Insurance - Agent - Start 3/31/17 - 24 Hours Per Month/6 Hours During Securities Trading - Time Spent 5% 2. 5/18/17 - CLD Capital LLC - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Started 5/20/17 - 1 Hour Per Month/0 Hours During Securities Trading. 3. 10/15/18 - Nazareth Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/12/18 - 60 Hours Per Month/2 Hours During Securities Trading. 4. 10/15/18 - Nazareth Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/12/2018 - 120 Hours Per Month/2 Hours During Securities Trading. 5. 10/26/2018 - Gladstone Institutional Advisory - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 10/12/2018 - 60 Hours Per Month/2 Hours During Securities Trading - I provide investment advisory services through Gladstone Institutional Advisory, an independent investment advisor firm. I started this business activity on 10/26/2018. I expect to spend approximately 60 hours/month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6. 4/27/2020 - Mastrodimos Wealth Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 04/15/2020 - 30 Hours Per Month/20 Hours During Securities Trading. 7. 7/9/2020 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 07/06/2020 - 3 Hours Per Month/0 Hours During Securities Trading 8. 8/24/2020 - Berger & Associates - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 8/21/2020 - 20 Hours Per Month/20 Hour During Securities Trading. 9. 3/3/2021 - Gladstone Wealth Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 2/28/2021 - 40 Hours Per Month/3 Hours During Securities Trading. 10. 4/14/2021 -Gladstone Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 03/01/2021 - 40 Hours Per Month/20 Hours During Securities Trading - I provide investment advisory services through Gladstone Wealth Partners, an independent investment advisor firm. I started this business activity in 4/2021. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 11. 09/03/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 08/31/2021 - 1 Hour Per Month/0 Hours During Securities Trading. 12. 5/11/23-Gladstone Institutional Advisory, LLC (GWP)- NOT INV REL- REP BUS LOC(S)- Outside/W-2 Employment-START 5/1/23-160HRS- TIME 100% 13. 10/18/23- Non-Variable Insurance- INV REL- REP BUS LOC(S)- Start 10/10/23- 1 HR/MTH-0 HRS During Trading 14. 09/15/2025- Integrity Marketing Group-Other - W2 employee- Not INV Related- At Other - W2 employee- 160 Hours Per Month- 8 Hours During Trading

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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".

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GLADSTONE WEALTH PARTNERS

AFFINITY WEALTH MANAGEMENT GROUP | WHITE OAK WEALTH PARTNERS | WEALTH FORMAT SYSTEMS, LLC. | TRUE VISION FINANCIAL ADVISORS | THE TEMPLAR FINANCIAL GROUP, LLC | THE PEACOCK GROUP, INC. | THE CHOICE GROUP | SYMMETRY WEALTH ADVISORY GROUP | STRATOS WEALTH ADVISORY GROUP | STRATOS WEALTH ADVISOR GROUP | STAGE WEALTH MANAGEMENT | SSNA WEALTH | SILVERLEAF WEALTH MANAGEMENT | PUZZLE WEALTH SOLUTIONS, LLC | PUZZLE WEALTH SOLUTIONS LLC | PUZZLE WEALTH PARTNERS | PUZZLE ICS | PRIVATE WEALTH GROUP | PLATINUM WEALTH ADVISORS | PINNACLE WEALTH MANAGEMENT | PERSPECTIVE WEALTH PLANNING | PEAK WEALTH PARTNERS | PALMIERI FINANCIAL GROUP | MCKEE WEALTH MANAGEMENT INC. | MCKEE FINANCIAL, LLC | MCKEE FINANCIAL RESOURCES, INC | MCKEE FINANCIAL RESOURCES INC. | MASTRODIMOS WEALTH GROUP | LIMESTONE FINANCIAL GROUP | LAU WEALTH MANAGEMENT | KEY FINANCIAL ADVISORS, LLC | JOCKEY HOLLOW FINANCIAL SERVICES, LLC | IRUS WEALTH MANAGEMENT | INVESTMENT BY PLANNERS | INTEGRITY WEALTH | INTEGRITY POINT ADVISORS | HOFFMAN FINANCIAL STRATEGIES | HENRY AND HANNAY WEALTH MANAGEMENT | HEARTLAND RETIREMENT GROUP WEALTH MANAGEMENT | HEALTH MEETS WEALTH ADVISORS | GREEN RIDGE WEALTH PLANNING | GLADSTONE WEALTH PARTNERS | GLADSTONE WEALTH GROUP | GLADSTONE INSTITUTIONAL ADVISORY LLC | GLADSTONE CAPITAL MANAGEMENT | FREEDOM INVESTMENT MANAGEMENT GROUP | FOCUSED WEALTH, LLC. | CARBON WEALTH MANAGEMENT INC. | BLUESTONE WEALTH ADVISORS | AVANCE PRIVATE WEALTH MANAGEMENT | AURORA WEALTH ADVISORS | AS WEALTH MANAGEMENT LLC | AFFLUENT WEALTH CONSULTING LLC

CRD#: 250787 / SEC#: 801-101532

RIA

Registered Investment Advisory firm - SEC (7/28/2015 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.

RR

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

RR

Arizona
(2/5/2024)

RR

California
(1/9/2018)

RR

Colorado
(2/5/2019)

RR

Connecticut
(3/31/2017)

RR

Delaware
(3/29/2018)

RR

Florida
(3/31/2017)

RR

Georgia
(7/12/2024)

RR

Kentucky
(1/10/2022)

IAR

Louisiana
(12/20/2022)

RR

Maryland
(9/25/2018)

RR

Massachusetts
(3/31/2017)

RR

Michigan
(7/12/2024)

IAR

New Hampshire
(12/19/2022)

RR

New Jersey
(3/31/2017)

IAR

New Jersey
(10/10/2018)

RR

New York
(3/31/2017)

RR

North Carolina
(3/31/2017)

RR

Pennsylvania
(3/31/2017)

RR

Rhode Island
(1/9/2018)

RR

South Carolina
(3/31/2017)

RR

Texas
(8/25/2021)

IAR

Texas
(12/20/2021)

RR

Utah
(3/24/2021)

RR

Vermont
(1/19/2024)

RR

Virginia
(3/29/2018)

RR

Washington
(8/26/2021)

RR

Wisconsin
(12/4/2017)

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.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jan 2017About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Nov 1993About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed May 1994About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Dec 1993About the Series 6 exam

FINRA

SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view William James Williamson III's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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