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WV

William M. Van Cleve

SAN FRANCISCO, CA
Some features on this profile are disabled
CRD#: 6826853
WV
William Mills Van Cleve

Professional summary

William Mills Van Cleve, who also goes by Bill Mills Van Cleve, William Van Cleve, was a registered financial advisor .

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. William had worked at 2 firms and has passed the Series 65, Series 63, Series 52TO, SIE and Series 79 exams.

At a Glance

Always Fiduciary

Aliases

Bill Mills Van Cleve | William Van Cleve

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.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

August 10, 2026 - Present

SAN FRANCISCO, CA
Past

August 15, 2017 - July 27, 2024

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
SAN FRANCISCO, CA

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
California
(8/10/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/13/2026
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/18/2017
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 9/13/2019
Municipal Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 79
Date: 8/14/2017
Investment Banking Registered Representative Examination

Current firm

No current employment

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.

Company Information

No current employment

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