William R. Drexler
XYPN SAPPHIRE
Melbourne, FL
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CRD#: 6313968
William Ross DrexlerXYPN SAPPHIRE
Professional summary
William Ross Drexler, CFP®, who also goes by Bill R Drexler III, Bill R Drexler, Bill Ross Drexler III, Bill Ross Drexler, Bill Drexler Iii, Bill Drexler, William R Drexler Iii, William R Drexler, William Ross Drexler Iii, William Ross Drexler, William Drexler Iii, William Drexler, is a registered financial advisor currently at XYPN SAPPHIRE located in Melbourne, Florida.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. William has worked at 6 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.
At a Glance
Always Fiduciary
Aliases
Bill R Drexler Iii | Bill R Drexler | Bill Ross Drexler Iii | Bill Ross Drexler | Bill Drexler Iii | Bill Drexler | William R Drexler Iii | William R Drexler | William Ross Drexler Iii | William Ross Drexler | William Drexler Iii | William Drexler
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.
Real Estate Ownership; Single Family; 1004 Regalia Dr, , Rockledge, FL, 32955; Not Investment-Related; 11/04/2024 / Single Family; 1520 Nashville Dr, , Tampa, FL, 32937; Not Investment-Related; 11/04/2024. Board of Directors; Early Learning Coalition; Regular Board Member, no special title.; 2671 W Eau Gallie Blvd, , , Melbourne , FL, 32935; Not Investment-Related; 01/01/2025; 1 to 9 hours per month; 0 during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view William Ross Drexler'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®
CFP®
Start date: 2020
Experience
Current
May 1, 2026 - Present
XYPN SAPPHIRE
RIA
CRD#: 285967
Melbourne, FL
Past
July 10, 2024 - May 11, 2026
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
Rockledge, FL
Past
July 9, 2024 - May 11, 2026
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
Rockledge, FL
Past
October 26, 2018 - July 22, 2024
J. W. COLE ADVISORS, INC.
RIA
CRD#: 112294
Rockledge, FL
Past
June 4, 2018 - July 22, 2024
J.W. COLE FINANCIAL, INC.
BD
CRD#: 124583
Rockledge, FL
Past
February 23, 2018 - April 19, 2018
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
MELBOURNE, FL
Past
November 10, 2015 - November 2, 2017
HORACE MANN INVESTORS, INC.
BD
CRD#: 11643
KISSIMMEE, FL
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".
XS
XYPN SAPPHIRE
ADELPHI LLC | XYPN SAPPHIRE | XYPN INVEST | XYIS | XY INVESTMENT SOLUTIONS, LLC | WINDJAMMER WEALTH | WEALTHPEACE | WEALTH MANAGEMENT OF ALABAMA | WBI ADVISORY | VONERA, LLC | VONERA WEALTH | VITA WEALTH MANAGEMENT | VERBATIM FINANCIAL | TURNING POINT FINANCIAL LIFE PLANNING | TROPHY POINT FINANCIAL PLANNING | THE GREEN GROUP WEALTH MANAGEMENT | THE CROSSROADS | TENERE WEALTH ADVISORS | TEN RING WEALTH ADVISORS | STRINGER ASSET MANAGEMENT, LLC | SETZER FINANCIAL | SCHOLAR FINANCIAL | RUDDER FINANCIAL | REFRESH WEALTH | QUINNCORE FINANCIAL, LLC | QUIET WEALTH | PURSUIT PLANNING & INVESTMENTS, LLC | PURPOSEFUL MONEY | PEACE & FREEDOM FINANCIAL | ONYX FINANCIAL | NEWLEAF FINANCIAL GUIDANCE | NEPONSET RIVER WEALTH STRATEGIES | MOMENTOUS WEALTH ADVISORS | MERION PERSONAL FINANCE | LIGHTHOUSE PLANNING | KCL WEALTH MANAGEMENT | J.B. WEALTH STRATEGIES | INTREPID FINANCIAL SERVICES | HUNDRED FINANCIAL PLANNING | HOEVEN WEALTH | HARVARD WEALTH MANAGEMENT | FORWARD WEALTH MANAGEMENT | FLINT FINANCIAL PLANNING | EVIDENTIA WEALTH ADVISORS | EQUI FINANCIAL PLANNING | EMPIRE CAPITAL WEALTH | EMPIRE CAPITAL VENTURES | ELATION WEALTH, LLC | DOVE VALLEY WEALTH MANAGEMENT | DISCOVERY WEALTH MANAGEMENT | DELTA LAKE WEALTH MANAGEMENT LLC | CONLEY CAPITAL MANAGEMENT | CLEAR SKIES PLANNING & WEALTH STRATEGIES, INC | CLEAR SKIES PLANNING | CHARLES MICHAEL FINANCIAL | CAROLINA WEALTH PLANNERS | BRIGHT WOMEN FINANCIAL | BIRDIE RETIREMENT PLANNING | BEST INVESTMENT GROUP LLC | BEECHMONT FINANCIAL | ARDENT GUARDIAN WEALTH ADVISORY | APPROACH FINANCIAL PLANNING | APPROACH FINANCIAL | ADELPHI WEALTH ADVISORY
CRD#: 285967 / SEC#: 801-118916
RIA
Registered Investment Advisory firm - (6/12/2020 Approved)Connecticut
Registered Investment Advisory firm - (6/23/2020 Terminated)Illinois
Registered Investment Advisory firm - (6/19/2020 Terminated)Montana
Registered Investment Advisory firm - (6/19/2020 Terminated)North Carolina
Registered Investment Advisory firm - (6/22/2020 Terminated)Texas
Registered Investment Advisory firm - (6/19/2020 Terminated)Virginia
Registered Investment Advisory firm - (6/26/2020 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
Florida(5/12/2026)
IAR
Texas(5/1/2026)
Exams
What does exam status mean?
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
PR
Series 6
Passed: 11/10/2015
Investment Company Products/Variable Contracts Representative Examination
Current Firm
XS
XYPN SAPPHIRE
ADELPHI LLC | XYPN SAPPHIRE | XYPN INVEST | XYIS | XY INVESTMENT SOLUTIONS, LLC | WINDJAMMER WEALTH | WEALTHPEACE | WEALTH MANAGEMENT OF ALABAMA | WBI ADVISORY | VONERA, LLC | VONERA WEALTH | VITA WEALTH MANAGEMENT | VERBATIM FINANCIAL | TURNING POINT FINANCIAL LIFE PLANNING | TROPHY POINT FINANCIAL PLANNING | THE GREEN GROUP WEALTH MANAGEMENT | THE CROSSROADS | TENERE WEALTH ADVISORS | TEN RING WEALTH ADVISORS | STRINGER ASSET MANAGEMENT, LLC | SETZER FINANCIAL | SCHOLAR FINANCIAL | RUDDER FINANCIAL | REFRESH WEALTH | QUINNCORE FINANCIAL, LLC | QUIET WEALTH | PURSUIT PLANNING & INVESTMENTS, LLC | PURPOSEFUL MONEY | PEACE & FREEDOM FINANCIAL | ONYX FINANCIAL | NEWLEAF FINANCIAL GUIDANCE | NEPONSET RIVER WEALTH STRATEGIES | MOMENTOUS WEALTH ADVISORS | MERION PERSONAL FINANCE | LIGHTHOUSE PLANNING | KCL WEALTH MANAGEMENT | J.B. WEALTH STRATEGIES | INTREPID FINANCIAL SERVICES | HUNDRED FINANCIAL PLANNING | HOEVEN WEALTH | HARVARD WEALTH MANAGEMENT | FORWARD WEALTH MANAGEMENT | FLINT FINANCIAL PLANNING | EVIDENTIA WEALTH ADVISORS | EQUI FINANCIAL PLANNING | EMPIRE CAPITAL WEALTH | EMPIRE CAPITAL VENTURES | ELATION WEALTH, LLC | DOVE VALLEY WEALTH MANAGEMENT | DISCOVERY WEALTH MANAGEMENT | DELTA LAKE WEALTH MANAGEMENT LLC | CONLEY CAPITAL MANAGEMENT | CLEAR SKIES PLANNING & WEALTH STRATEGIES, INC | CLEAR SKIES PLANNING | CHARLES MICHAEL FINANCIAL | CAROLINA WEALTH PLANNERS | BRIGHT WOMEN FINANCIAL | BIRDIE RETIREMENT PLANNING | BEST INVESTMENT GROUP LLC | BEECHMONT FINANCIAL | ARDENT GUARDIAN WEALTH ADVISORY | APPROACH FINANCIAL PLANNING | APPROACH FINANCIAL | ADELPHI WEALTH ADVISORY
CRD#: 285967 / SEC#: 801-118916
RIA
Registered Investment Advisory firm - (6/12/2020 Approved)Connecticut
Registered Investment Advisory firm - (6/23/2020 Terminated)Illinois
Registered Investment Advisory firm - (6/19/2020 Terminated)Montana
Registered Investment Advisory firm - (6/19/2020 Terminated)North Carolina
Registered Investment Advisory firm - (6/22/2020 Terminated)Texas
Registered Investment Advisory firm - (6/19/2020 Terminated)Virginia
Registered Investment Advisory firm - (6/26/2020 Terminated)Loading...
Contact information
Main Address
24 E. Main Street, Bozeman, MT 59715
Mailing Address
Phone number
(360) 301-7579
Established
Firm type
Fiscal year end
# of Employees
69
SEC notice filing (40 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,262 |
| AUM (Assets Under Management) | $ 1,253,476,799 |
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.
