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WY

William K. Yandow

MONADNOCK CAPITAL PARTNERS
Newton, MA 02462
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CRD#: 2447157
WY

Professional summary


William Kenneth Yandow, who also goes by Willie Yandow, is a registered financial advisor currently at MONADNOCK CAPITAL PARTNERS, LLC located in Newton, Massachusetts.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. William has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Willie Yandow

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.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view William Kenneth Yandow'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®
None

Experience


Current

March 14, 2019 - Present

MONADNOCK CAPITAL PARTNERS, LLC

Office #1: 2345 Washington Street Suite 101, Newton, MA 02462
RIA
CRD#: 144176
Newton, MA
Past

March 10, 2016 - February 20, 2019

WILLIAM O'NEIL SECURITIES

BD
CRD#: 894
BOSTON, MA
Past

June 14, 1999 - April 8, 2014

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
BOSTON, MA
Past

September 1, 1997 - June 14, 1999

DB ALEX. BROWN LLC

BD
CRD#: 17790
BALTIMORE, MD
Past

February 25, 1994 - September 1, 1997

ALEX. BROWN & SONS INCORPORATED

BD
CRD#: 20

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
Massachusetts
(6/18/2019)
IAR
New Hampshire
(3/14/2019)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 3/14/2019
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


MC
MONADNOCK CAPITAL PARTNERS, LLC
KRAUSE, CHARLES | NORTHSTAR EQUITIES, LLC | MONADNOCK CAPITAL PARTNERS, LLC

CRD#: 144176 / SEC#:

Massachusetts
Registered Investment Advisory firm - (7/29/2014 Approved)
New Hampshire
Registered Investment Advisory firm - (7/30/2007 Approved)
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Contact information


Main Address
Peterborough, NH
Mailing Address
Phone number
(617) 862-2156
Established
Firm type
Fiscal year end
# of Employees
4

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts18
AUM (Assets Under Management)$ 46,956,458

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


MONADNOCK CAPITAL PARTNERS, LLC

CRD#: 144176Newton, MA 02462

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Contact information


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