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WB

William J. Blanchet

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CRD#: 4978131
WB

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 Joseph Blanchet was a registered financial professional .

William is a previously registered financial professional and started their career in finance in 2005. William had worked at 2 firms and has passed the Series 28 exam.

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

July 24, 2007 - February 16, 2016

TRIAGO

BD
CRD#: 143529
NEW YORK, NY
Past

December 9, 2005 - September 30, 2008

TRIAGO LLC

BD
CRD#: 135956
NEW YORK, NY

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


Principal/Supervisory Exam
RR
Series 28
Date: 7/19/2005
Introducing Broker/Dealer Financial Operations Principal Examination

Current Firm


TR
TRIAGO
HOULIHAN LOKEY ADVISORY, INC. | TRIAGO X, INC. | TRIAGO X | TRIAGO AMERICAS, INC. | TRIAGO

CRD#: 143529 / SEC#: , 8-67573

BD
Terminated by SEC on 03/30/2025
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 10/19/2006
Firm type
Corporation
Fiscal year end
March
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
TRIAGO MANAGEMENT DEVELOPMENT SARLSHAREHOLDER
ADELSON, SCOTT JOSEPHDIRECTOR2147111
ALLEY, JAMES LINDSEYDIRECTOR2394515
CRAIN, CHRISTOPHER MADISONDIRECTOR4870370
QUIROGA, VICTOR EDUARDOCCO, EXEC. REP, AML SUPER.4841312
SWAIN, MATTHEW JOSEPHPRESIDENT6826025
TANIGUCHI, EDWARD NEALFINOP4632869

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


TRIAGO

CRD#: 143529

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