AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
WM

William H. Mell

Some features on this profile are disabled
CRD#: 331577
WM

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 Harvey Mell was a registered financial professional .

William is a previously registered financial professional and started their career in finance in 1969. William had worked at 12 firms and has passed the Series 1 and Series 00 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

February 1, 1990 - January 2, 2009

W. H. MELL ASSOCIATES, INC.

BD
CRD#: 23635
SUMMIT, NJ
Past

September 9, 1988 - February 17, 1990

GMS GROUP

BD
CRD#: 8000
EAST HANOVER, NJ
Past

August 24, 1988 - December 31, 1988

MOORE & SCHLEY, CAMERON & CO.

BD
CRD#: 6917
Past

September 14, 1987 - July 14, 1988

E.A. MOOS & CO. L.P.

BD
CRD#: 7606
Past

September 11, 1985 - August 28, 1987

DISCOUNT CORPORATION OF NEW YORK MUNICIPALS

BD
CRD#: 16510
Past

December 3, 1984 - April 30, 1985

GLICKENHAUS & CO.

BD
CRD#: 2016
Past

May 10, 1982 - November 23, 1982

W.H. MELL, MUNICIPALS, INC.

BD
CRD#: 10477
Past

September 24, 1979 - April 7, 1982

MABON, NUGENT & CO.

BD
CRD#: 2617
Past

February 6, 1976 - September 17, 1980

W. H. MELL, INC.

BD
CRD#: 7026
Past

February 27, 1970 - January 16, 1976

DILLON, READ OVERSEAS CORPORATION

BD
CRD#: 4212
Past

January 29, 1970 - February 18, 1973

SBC WARBURG DILLON READ INC.

BD
CRD#: 1650
Past

August 25, 1969 - January 12, 1972

DILLON READ MUNICIPALS INC

BD
CRD#: 1000004

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
Series 1
Date: 11/25/1962
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 00
Date: 8/15/1969
General Securities Principal Examination

Current Firm


WH
W. H. MELL ASSOCIATES, INC.
COOGAN CAPITAL CORP | W. H. MELL INC. | W. H. MELL ASSOCIATES, INC.

CRD#: 23635 / SEC#: , 8-40608

BD
Terminated by SEC on 02/19/2019
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
New Jersey since 01/16/1990
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
MELL, STEVEN BRADLEYPRESIDENT2272807
BEATON, DANIEL STEWARTFINOP4240769
MELL, STEVEN BRADLEYCHIEF COMPLIANCE OFFICER2272807

Disclosures


Regulatory Event6

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


W. H. MELL ASSOCIATES, INC.

CRD#: 23635

TRUST BUT VERIFY

Monitor William Mell

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics