William D. Oprea
Professional summary
William Daniel Oprea, who also goes by Will Oprea, is a registered financial professional currently at PATIENT SQUARE CAPITAL MARKETS, LLC located in New York, New York.
William is registered as a RR (Registered Representative) and started their career in finance in 2018. William has worked at 3 firms and has passed the Series 63, SIE, Series 79 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view William Daniel Oprea's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 23, 2026 - Present
PATIENT SQUARE CAPITAL MARKETS, LLC
Office #1: 767 Fifth Ave, Floor 43, New York, NY 10153August 31, 2020 - September 24, 2024
PJT PARTNERS LP
February 14, 2018 - August 31, 2020
PARK HILL GROUP LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(2/23/2026)
Exams
FINRA
Current Firm
PATIENT SQUARE CAPITAL MARKETS, LLC
CRD#: 337850 / SEC#: , 8-71414
Contact information
Documents
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.
