William John Lapinski Iii
Professional Summary
William John Lapinski III, who also goes by William John Lapinski, Bill Lapinski, Wiliam John Lapinski, is a registered financial advisor currently at BROOKFIELD PRIVATE WEALTH LLC located in New York, New York. William is registered as a RR (Registered Representative) and started their career in finance in 2017. William has worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 82 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
William John Lapinski, Bill Lapinski, Wiliam John Lapinski
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Videos & Posts
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Contact Information
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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
9 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
BROOKFIELD OAKTREE DISTRIBUTORS LLC | BROOKFIELD PRIVATE WEALTH LLC | BROOKFIELD OAKTREE WEALTH SOLUTIONS LLC | BROOKFIELD OAKTREE WEALTH MANAGEMENT SOLUTIONS LLC
Contact Information
Main Address
Brookfield Place 225 Liberty Street 35th Floor, New York, NY, 10281Mailing Address
Brookfield Place 225 Liberty Street 8th Floor, New York, NY, 10281Phone Number
(212) 549-8380Established
Delaware since 02/04/2021Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 82 — Limited Representative-Private Securities Offerings
Passed Sep 2017About the Series 82 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view William John Lapinski III's CRS (Customer Relationship Summary).
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