William S. Post
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 Schuyler Post III, who also goes by Sky Post, W Schuyler Post, William Schuyler Post, William Sky Post, William Post, was a registered financial professional .
William is a previously registered financial professional and started their career in finance in 2004. William had worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 10, 2011 - March 25, 2021
MEDALLION WEALTH ADVISORS, LLC
January 10, 2011 - December 23, 2020
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.
September 5, 2007 - December 22, 2010
WADDELL & REED
September 5, 2007 - December 22, 2010
WADDELL & REED
June 6, 2007 - August 27, 2007
EQUITY SERVICES, INC.
June 6, 2007 - August 27, 2007
EQUITY SERVICES, INC.
July 19, 2004 - May 8, 2007
NEW ENGLAND SECURITIES
March 19, 2004 - May 8, 2007
NEW ENGLAND SECURITIES
Primary Firm SEC Registration
MEDALLION WEALTH ADVISORS, LLC
CRD#: 156064 / SEC#: 801-116959
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
MEDALLION WEALTH ADVISORS, LLC
CRD#: 156064 / SEC#: 801-116959
Contact information
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,493 |
| AUM (Assets Under Management) | $ 407,428,379 |
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.
