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William Stephen Warren

RHAME & GORRELL WEALTH MANAGEMENT
THE WOODLANDS, TX
·CRD# 6824151·2 years experience

Professional Summary

William Stephen Warren, who also goes by Will Stephen Warren, Billy Stephen Zadroga, William Stephen Zadroga, William Stephen Zadroga-warren, is a registered financial advisor currently at RHAME & GORRELL WEALTH MANAGEMENT located in The Woodlands, Texas. William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. William has worked at 2 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Will Stephen Warren, Billy Stephen Zadroga, William Stephen Zadroga, William Stephen Zadroga-Warren

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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

2 years in the financial services industry

Current & Past Employments

RHAME & GORRELL WEALTH MANAGEMENT·CRD# 283027
RIA
1330 Lake Robbins Drive Suite 360, The Woodlands, TX 77380
June 18, 2025 - Present
STARFOX FINANCIAL SERVICES, LLC·CRD# 142758
RIA
The Woodlands, TX
May 29, 2021 - September 12, 2022

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Current Firm

R&
RHAME & GORRELL WEALTH MANAGEMENT

ODILIA ADVISORS, LLC | RHAME & GORRELL WEALTH MANAGEMENT, LLC | RHAME & GORRELL WEALTH MANAGEMENT

CRD#: 283027 / SEC#: 801-107332
RIA
Registered Investment Advisory firm - SEC (3/1/2016 Approved)

Contact Information

Main Address

1330 Lake Robbins Drive Suite 360, The Woodlands, TX 77380

Phone Number

(832) 789-1100

# of Employees

34

SEC notice filing (11 States and Territories)

Registered to provide investment advisory services in 11 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR RHAME & GORRELL WEALTH MANAGEMENT, LLC (10/13/2026)

Regulatory Assets Under Management

Total Number of Accounts

3,020

AUM (Assets Under Management)

$1,438,885,772

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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) Barcelo Legacy LLC; Not investment-related; 124 W Bonneymead Circle, The Woodlands, Texas 77381; Real Estate/SFR Rental Properties; Manager; 04/09/2021; 2 hours per month; 0 hours during securities trading hours; interacting with property managers to ensure the needs of my property and tenant(s) are being met; communicating with the property managers to ensure rent is collected in a timely manner.

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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".
R&
RHAME & GORRELL WEALTH MANAGEMENT

ODILIA ADVISORS, LLC | RHAME & GORRELL WEALTH MANAGEMENT, LLC | RHAME & GORRELL WEALTH MANAGEMENT

CRD#: 283027 / SEC#: 801-107332
RIA
Registered Investment Advisory firm - SEC (3/1/2016 Approved)

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.
IAR
Texas
(6/18/2025)

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.

Exams

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

Series 65 — Uniform Investment Adviser Law Examination

Passed Jun 2025About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view William Stephen Warren's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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