WP
William B. Peck
WISDOMTREE SECURITIES
New York, NY 10119
Some features on this profile are disabled
CRD#: 5942955
WP
Professional summary
William Bradley Peck, who also goes by Will Bradley Peck, is a registered financial professional currently at WISDOMTREE SECURITIES, INC. located in New York, New York.
William is registered as a RR (Registered Representative) and started their career in finance in 2012. William has worked at 2 firms and has passed the Series 63, Series 6TO, SIE and Series 79 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Will Bradley Peck
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.
CRS (Client Relationship Summary) - BD
Click below to view William Bradley Peck'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 18, 2025 - Present
WISDOMTREE SECURITIES, INC.
Office #1: 250 West 34th Street 3rd Floor, New York, NY 10119Office #2: 250 West 34th Street 3rd Floor, New York, NY 10119BD
CRD#: 317624
New York, NY
Past
September 3, 2012 - August 15, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(10/14/2025)
RR
Alaska(8/19/2025)
RR
Arizona(8/19/2025)
RR
Arkansas(10/1/2025)
RR
California(8/19/2025)
RR
Colorado(8/19/2025)
RR
Connecticut(8/19/2025)
RR
Delaware(8/19/2025)
RR
District of Columbia(8/19/2025)
RR
Florida(8/19/2025)
RR
Georgia(8/19/2025)
RR
Hawaii(8/19/2025)
RR
Idaho(8/19/2025)
RR
Illinois(10/9/2025)
RR
Indiana(8/19/2025)
RR
Iowa(8/19/2025)
RR
Kansas(8/19/2025)
RR
Kentucky(8/19/2025)
RR
Louisiana(8/19/2025)
RR
Maine(8/19/2025)
RR
Maryland(8/19/2025)
RR
Massachusetts(8/19/2025)
RR
Michigan(8/19/2025)
RR
Minnesota(8/19/2025)
RR
Mississippi(8/19/2025)
RR
Missouri(8/19/2025)
RR
Montana(8/19/2025)
RR
Nebraska(8/19/2025)
RR
Nevada(8/19/2025)
RR
New Hampshire(8/19/2025)
RR
New Jersey(8/19/2025)
RR
New Mexico(8/19/2025)
RR
New York(7/18/2025)
RR
North Carolina(8/19/2025)
RR
North Dakota(8/19/2025)
RR
Ohio(8/20/2025)
RR
Oklahoma(8/19/2025)
RR
Oregon(8/19/2025)
RR
Pennsylvania(8/19/2025)
RR
Rhode Island(8/19/2025)
RR
South Carolina(8/19/2025)
RR
South Dakota(8/19/2025)
RR
Tennessee(8/19/2025)
RR
Texas(8/19/2025)
RR
Utah(8/19/2025)
RR
Vermont(8/19/2025)
RR
Virginia(8/19/2025)
RR
Washington(8/19/2025)
RR
West Virginia(8/19/2025)
RR
Wisconsin(8/19/2025)
RR
Wyoming(8/19/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 7/3/2025
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
WS
WISDOMTREE SECURITIES, INC.
WISDOMTREE SECURITIES, INC.
CRD#: 317624 / SEC#: , 8-70847
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information
Main Address
250 West 34th Street 3rd Floor, New York, NY 10119
Mailing Address
250 West 34th Street 3rd Floor, New York, NY 10119
Phone number
(212) 801-2080
Established
Delaware since 10/14/2021
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
FINRA licenses (51 States and Territories)
Direct owners and executive officers
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
