William John Blanco
Professional Summary
William John Blanco is a registered financial advisor currently at MONNESS CRESPI HARDT & CO., INC. located in New York, New York. William is registered as a RR (Registered Representative) and started their career in finance in 1996. William has worked at 1 firm and has passed the Series 63, Series 57TO, Series 99TO, SIE, Series 55, Series 7 and Series 28 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
LPL FINANCIAL LLC
LPL FINANCIAL LLC
PROTOCOL WEALTH, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
LPL FINANCIAL LLC
LPL FINANCIAL LLC
PROTOCOL WEALTH, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
LPL FINANCIAL LLC
LPL FINANCIAL LLC
PROTOCOL WEALTH, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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.
Similar Advisors
LPL FINANCIAL LLC
LPL FINANCIAL LLC
PROTOCOL WEALTH, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Years of Experience
30 years registered in the securities industry
Current & Past Employments
Current
Similar Advisors
LPL FINANCIAL LLC
LPL FINANCIAL LLC
PROTOCOL WEALTH, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Current Firm
MONNESS CRESPI HARDT & CO., INC. | MONNESS, WILLIAMS, CRESPI & CO., INC.
Contact Information
Main Address
780 Third Avenue 24th Fl, New York, NY 10017-2047Mailing Address
780 Third Avenue 24th Fl, New York, NY 10017-2047Phone Number
(212) 838-7575Established
New York since 11/01/1996Firm Type
Other Types of Legal FormationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (14 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
4Similar Advisors
LPL FINANCIAL LLC
LPL FINANCIAL LLC
PROTOCOL WEALTH, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
LPL FINANCIAL LLC
LPL FINANCIAL LLC
PROTOCOL WEALTH, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
(4/20/2025)
(4/20/2025)
(5/23/2025)
(4/20/2025)
(4/20/2025)
(4/20/2025)
(8/6/2025)
(11/22/2005)
(7/21/2009)
(4/20/2025)
(8/22/1996)
(1/4/2010)
(4/20/2025)
(11/22/2005)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 55 — Limited Representative-Equity Trader Exam
Passed Sep 1998Series 28 — Introducing Broker/Dealer Financial Operations Principal Examination
Passed Mar 2020About the Series 28 examSRO Registrations
SRO Registrations
SRO Registrations
Similar Advisors
LPL FINANCIAL LLC
LPL FINANCIAL LLC
PROTOCOL WEALTH, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CRS (Client Relationship Summary) - BD
Click below to view William John Blanco's CRS (Customer Relationship Summary).
Similar Advisors
LPL FINANCIAL LLC
LPL FINANCIAL LLC
PROTOCOL WEALTH, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED