William E. Mckenna

GORDIAN WEALTH ADVISORS

Richardson, TX

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CRD#: 2815601

Professional summary

William Edward Mckenna is a registered financial advisor currently at GORDIAN WEALTH ADVISORS, LLC located in Richardson, Texas.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. William has worked at 5 firms and has passed the Series 65, Series 63, Series 55, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Blue Hen Capital LLC - personal rental property management. -not investment related -P.O. Box 1976 Park City UT 84060 -real estate -owner -own and operate -2/2015 -2 hours/month -0 hours during trading -monitoring rentals

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Edward Mckenna's CRS (Customer Relationship Summary).

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

September 18, 2025 - Present

GORDIAN WEALTH ADVISORS, LLC

RIA

CRD#: 281775

Richardson, TX

Past

July 3, 2008 - June 11, 2013

COMPASS POINT RESEARCH & TRADING, LLC

CRD#: 126258

SAN FRANCISCO, CA

Past

April 8, 2008 - July 8, 2008

FIS BROKERAGE & SECURITIES SERVICES LLC

CRD#: 104162

SAN FRANCISCO, CA

Past

July 13, 1998 - September 14, 2007

B. RILEY SECURITIES, INC.

CRD#: 25027

SAN FRANCISCO, CA

Past

August 11, 1997 - January 14, 1998

COWEN PRIME SERVICES TRADING LLC

CRD#: 23857

NEW YORK, NY

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".

GORDIAN WEALTH ADVISORS, LLC

CRD#: 281775 / SEC#: 801-106836

RIA

Registered Investment Advisory firm - (10/30/2015 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.

Highlighted states indicate IAR registrations

IAR

Texas
(9/18/2025)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/12/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/14/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 55

Date: 12/29/2009

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 11/7/1996

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/27/2006

General Securities Principal Examination

Current Firm

GORDIAN WEALTH ADVISORS, LLC

CRD#: 281775 / SEC#: 801-106836

RIA

Registered Investment Advisory firm - (10/30/2015 Approved)

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Contact information

Main Address

100 B Shoreline Hwy Suite 302, Mill Valley, CA 94941

Mailing Address

Phone number

(833) 467-3426

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GORDIAN WEALTH ADVISORS LLC ADV PART 2A (9/25/2025)

Regulatory assets under management

Total Number of Accounts	343
AUM (Assets Under Management)	$ 348,069,536

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.

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William E. Mckenna

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Edward Mckenna's CRS (Customer Relationship Summary).

Certified licenses

Experience

COMPASS POINT RESEARCH & TRADING, LLC

FIS BROKERAGE & SECURITIES SERVICES LLC

B. RILEY SECURITIES, INC.

COWEN PRIME SERVICES TRADING LLC

Primary Firm SEC Registration

GORDIAN WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/12/2025

Series 63

Date: 11/14/1996

Series 55

Date: 12/29/2009

Series 7

Date: 11/7/1996

Series 24

Date: 4/27/2006

Current Firm

GORDIAN WEALTH ADVISORS, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GORDIAN WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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