William J. Disciullo
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
William James Disciullo JR., who also goes by William James Discillo, Bill Disciullo, William James Disciullo Jr, was a registered financial professional .
William is a previously registered financial professional and started their career in finance in 1995. William had worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 25, 2015 - November 5, 2024
DFA SECURITIES LLC
March 17, 2015 - November 5, 2024
DIMENSIONAL FUND ADVISORS LP
April 14, 2014 - September 9, 2014
SAX WEALTH ADVISORS, LLC
August 21, 2009 - April 30, 2013
MORGAN STANLEY & CO. LLC
January 14, 2008 - August 31, 2009
OPPENHEIMER & CO. INC.
July 21, 2003 - January 14, 2008
CIBC WORLD MARKETS CORP.
August 6, 2002 - July 30, 2003
J.P. MORGAN SECURITIES INC.
October 16, 1995 - April 24, 1998
LAZARD FRERES & CO. LLC
May 26, 1995 - October 12, 1995
SALOMON BROTHERS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
DFA SECURITIES LLC
CRD#: 10292 / SEC#: , 8-27006
Contact information
FINRA licenses (53 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | DELAWARE LP AND SOLE MEMBER OF DFAS | |
| BOOTH, DAVID GILBERT | CHAIRMAN | 1031000 |
| BUTLER, DAVID PAUL | CO-CHIEF EXECUTIVE OFFICER | 2305298 |
| DALLMER, LISA MICHELE | CHIEF OPERATING OFFICER | 2586913 |
| GRZELAK, BERNARD JAMES | CHIEF FINANCIAL OFFICER, FINANCIAL OPERATIONS PRINCIPAL, AND PRINCIPAL OPERATING OFFICER | 4285750 |
| NEWELL, CATHERINE LEE | VICE PRESIDENT AND SECRETARY | 2890628 |
| NOTELOVITZ, SELWYN JUSTIN | GLOBAL CHIEF COMPLIANCE OFFICER | 2886676 |
| O'REILLY, GERARD KIERAN | CO-CHIEF EXECUTIVE OFFICER AND CO-CIO | 4982644 |
Red Flags
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