William Turchyn
Professional Summary
William Turchyn, who also goes by William Patrick Turchyn Jr, is a registered financial advisor currently at VIGILANT DISTRIBUTORS, LLC located in New York, New York. William is registered as a RR (Registered Representative) and started their career in finance in 1969. William has worked at 7 firms and has passed the Series 63, Series 99TO, Series 79TO, SIE, PC, Series 1, Series 24 and Series 40 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
William Patrick Turchyn Jr
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
57 years in the financial services industry
Current & Past Employments
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Current Firm
HERALD INVESTMENT MARKETING, LLC | VIGILANT DISTRIBUTORS, LLC
Contact Information
Main Address
Gateway Corporate Center, Suite 216 223 Wilmington West Chester Pike, Chadds Ford, PA 19317Mailing Address
Gateway Corporate Center, Suite 216 223 Wilmington West Chester Pike, Chadds Ford, PA 19317Phone Number
(484) 840-3701Established
Pennsylvania since 06/13/2012Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examPC — AMEX Put and Call Exam
Passed Aug 1977Series 1 — Registered Representative Examination
Passed Apr 1969Series 40 — Registered Principal Examination
Passed May 1978SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view William Turchyn's CRS (Customer Relationship Summary).
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