WW
William J. Williamson
GLADSTONE WEALTH PARTNERS
Bedminster, NJ 07921
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CRD#: 2391430
WW
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 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
William J Williamson | William James Williamson
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
CRS (Client Relationship Summary) - RIA
Click below to view William James Williamson III'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
October 10, 2018 - Present
GLADSTONE WEALTH PARTNERS
Office #1: 1545 Us-206 Suite 300, Bedminster, NJ 07921RIA
CRD#: 250787
Bedminster, NJ
Current
March 31, 2017 - Present
LPL FINANCIAL LLC
Office #1: 1545 Us-206 Ste 300, Bedminster, NJ 07921RIA
BD
CRD#: 6413
BEDMINSTER, NJ
Past
March 31, 2017 - October 6, 2020
LPL FINANCIAL LLC
RIA
CRD#: 6413
HACKETTSTOWN, NJ
Past
January 10, 2017 - April 4, 2017
SANTANDER SECURITIES LLC
RIA
CRD#: 41791
COLONIA, NJ
Past
September 19, 2012 - April 4, 2017
SANTANDER SECURITIES LLC
BD
CRD#: 41791
COLONIA, NJ
Past
May 27, 2008 - September 19, 2012
LPL FINANCIAL LLC
BD
CRD#: 6413
COLONIA, NJ
Past
January 31, 2005 - May 27, 2008
IFMG SECURITIES, INC.
BD
CRD#: 14416
HAMILTON, NJ
Past
November 11, 2003 - January 24, 2005
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
ST. LOUIS, MO
Past
October 15, 2001 - May 2, 2003
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
NEW YORK, NY
Past
December 22, 1993 - September 6, 2001
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
SMITHFIELD, RI
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".
GW
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 CHOICE GROUP | SYMMETRY WEALTH ADVISORY GROUP | STRATOS WEALTH ADVISORY GROUP | STRATOS WEALTH ADVISOR GROUP | 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 - (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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
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)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
GW
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 CHOICE GROUP | SYMMETRY WEALTH ADVISORY GROUP | STRATOS WEALTH ADVISORY GROUP | STRATOS WEALTH ADVISOR GROUP | 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
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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
Established
Firm type
Fiscal year end
# of Employees
163
SEC notice filing (50 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 17,810 |
| AUM (Assets Under Management) | $ 4,943,971,956 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
GLADSTONE WEALTH PARTNERS
CRD#: 250787Bedminster, NJ 07921TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
