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William J Skillender

MADISON AVENUE SECURITIES
Brielle, NJ
·CRD# 5462580·18 years experience

Professional Summary

William J Skillender is a registered financial advisor currently at MADISON AVENUE SECURITIES, LLC located in Brielle, New Jersey. William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. William has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

18 years in the financial services industry

Current & Past Employments

MADISON AVENUE SECURITIES, LLC·CRD# 23224
RIA
BD
1. 101 Union Avenue, Brielle, NJ 087302. 61 Carton Street, Rumson, NJ 07760
May 10, 2022 - Present
MADISON AVENUE SECURITIES, LLC·CRD# 23224
RIA
BD
1. 101 Union Avenue, Brielle, NJ 087302. 61 Carton Street, Rumson, NJ 07760
March 17, 2017 - Present
BROKER DEALER FINANCIAL SERVICES CORP.·CRD# 8073
BD
Brielle, NJ
April 13, 2009 - April 13, 2017
OSAIC FS, INC.·CRD# 3870
BD
Sea Girt, NJ
February 29, 2008 - April 17, 2009

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Current Firm

MA
MADISON AVENUE SECURITIES, LLC

ASHLAND SECURITIES, INC. | MADISON AVENUE SECURITIES, LLC | MADISON AVENUE SECURITIES, INC. | MADISON AVENUE SECURITIES

CRD#: 23224 / SEC#: 801-69919, 8-40426
RIA
Registered Investment Advisory firm - SEC (2/24/2009 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)

Contact Information

Main Address

13500 Evening Creek Dr N #555, San Diego, CA 92128

Mailing Address

13500 Evening Creek Dr N #555, San Diego, CA 92128

Phone Number

(858) 207-1300

Established

Delaware since 05/05/2005

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Medium

# of Employees

125

SEC notice filing (50 States and Territories)

Registered to provide investment advisory services in 50 US states and territories.

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 50 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

MADISON AVENUE SECURITIES FORM ADV PART 2A (3/31/2026)

Direct owners and executive officers

NamePositionCRD#
KT EQUITY PARTNERS II, LLCDIRECT OWNER—
CALLANAN, DAVID JAMESMANAGER4237166
FIXSEN, VILAYPHONECHIEF OPERATING OFFICER4585926
MCNEES, MARTIN WILLIAMPRESIDENT3168410
PIERSON, MELISSA KAYCHIEF COMPLIANCE OFFICER1685017
WOODS, SANDRA ANNFINOP6200533

Regulatory Assets Under Management

Total Number of Accounts

14,099

AUM (Assets Under Management)

$2,019,427,633

Disclosures

Regulatory Event

8

Arbitration

1

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

1.) NAME: WILLIAM SKILLENDER WEALTH MANAGEMENT TAX ADVISORY; INV RELATED:YES; ADDRESS:101 UNION AVENUE, BRIELLE, NJ 08730; NATURE:INSURANCE-LIFE, WHOLE & TERM. ANNUITIES-FIXED+INDEX THROUGH ADVISORS EXCEL; POSITION:PRODUCER/OWNER; START DATE:07/22/2011; HOURS/MONTH:APPROXIMATELY 100; TRADING HOURS/MONTH:4-6 DAILY; DUTIES:SALE OF INSURANCE 2.) NAME: WILLIAM SKILLENDER WEALTH MANAGEMENT - BOOK PROMOTION; ADDRESS: BRIELLE, NJ; INVESTMENT RELATED: NO; POSITION: ADVISOR / PRESIDENT; DUTIES: ADVISOR / PRESIDENT; HOURS PER WEEK: LESS THAN 1 HOUR; START DATE: 3/1/2024 3.) NAME: AE MEDICARE PARTNERSHIP PROGRAM; ADDRESS: TOPKEA, KS; INVESTMENT RELATED: NO; POSITION: ADVISOR; DUTIES: MEMBER ADVISOR THAT WOULD HAVE THE ABILITY TO ACCESS THEIR AGENTS AND INFORMATION REGARDING MEDICARE AND TO REFER CLIENTS TO; HOURS PER WEEK: 1 HOUR; START DATE: 9/1/2024

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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".
MA
MADISON AVENUE SECURITIES, LLC

ASHLAND SECURITIES, INC. | MADISON AVENUE SECURITIES, LLC | MADISON AVENUE SECURITIES, INC. | MADISON AVENUE SECURITIES

CRD#: 23224 / SEC#: 801-69919, 8-40426
RIA
Registered Investment Advisory firm - SEC (2/24/2009 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Florida
(3/27/2017)
RR
Illinois
(10/14/2025)
RR
Maryland
(3/20/2017)
RR
Massachusetts
(8/21/2023)
RR
Missouri
(9/3/2026)
RR
New Jersey
(3/20/2017)
IAR
New Jersey
(5/10/2022)
RR
New York
(3/26/2024)
RR
North Carolina
(5/3/2022)
RR
Ohio
(9/9/2024)
RR
Pennsylvania
(4/26/2023)
RR
South Carolina
(5/17/2024)
RR
Virginia
(5/30/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed May 2022About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Feb 2008About the Series 7 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view William J Skillender's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view William J Skillender's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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