WM
William C. Mcnamara
SALVUS WEALTH MANAGEMENT
RED BANK, NJ 07701
Some features on this profile are disabled
CRD#: 5076541
WM
Professional summary
William Christopher Mcnamara is a registered financial advisor currently at SALVUS WEALTH MANAGEMENT, LLC located in Red Bank, New Jersey.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. William has worked at 2 firms and has passed the Series 65 exam.
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.
Since August 2024, I have been a Partner at Woolston, Jensen & McNamara, a non investment related, accounting firm, located at 1040 Broad Street, Suite 203 Shrewsbury, NJ 07702. Duties include tax preparation and planning. approximately 160 hours per month are devoted to this entity; all of the time during security trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view William Christopher Mcnamara's 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®
NoneExperience
Current
July 30, 2018 - Present
SALVUS WEALTH MANAGEMENT, LLC
Office #1: 200 Schulz Drive Suite 302, Red Bank, NJ 07701RIA
CRD#: 171986
RED BANK, NJ
Past
September 17, 2014 - October 25, 2016
SALVUS WEALTH MANAGEMENT, LLC
RIA
CRD#: 171986
TOMS RIVER, NJ
Past
May 1, 2008 - September 25, 2017
C & G FINANCIAL, LLC
RIA
CRD#: 121771
TOMS RIVER, NJ
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".
SW
SALVUS WEALTH MANAGEMENT, LLC
CG CAPITAL MANAGEMENT, LLC | SALVUS WEALTH MANAGEMENT, LLC
CRD#: 171986 / SEC#: 801-117044
RIA
Registered Investment Advisory firm - (7/26/2019 Approved)Connecticut
Registered Investment Advisory firm - (10/8/2019 Terminated)Florida
Registered Investment Advisory firm - (10/4/2019 Terminated)New Jersey
Registered Investment Advisory firm - (8/6/2019 Terminated)New York
Registered Investment Advisory firm - (10/4/2019 Terminated)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
New Jersey(7/30/2018)
Current Firm
SW
SALVUS WEALTH MANAGEMENT, LLC
CG CAPITAL MANAGEMENT, LLC | SALVUS WEALTH MANAGEMENT, LLC
CRD#: 171986 / SEC#: 801-117044
RIA
Registered Investment Advisory firm - (7/26/2019 Approved)Connecticut
Registered Investment Advisory firm - (10/8/2019 Terminated)Florida
Registered Investment Advisory firm - (10/4/2019 Terminated)New Jersey
Registered Investment Advisory firm - (8/6/2019 Terminated)New York
Registered Investment Advisory firm - (10/4/2019 Terminated)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
200 Schulz Drive Suite 302, Red Bank, NJ 07701
Mailing Address
Phone number
(732) 542-2629
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 787 |
| AUM (Assets Under Management) | $ 297,624,840 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/30/2025 | ||
| 02/28/2024 | ||
| 10/06/2022 |
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.
