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WM

William J. Mcelroy

WILDRIDGE SECURITIES
LOS ANGELES, CA 90024
Some features on this profile are disabled
CRD#: 7014139
WM

Professional summary

William James Mcelroy, who also goes by Will James Mcelroy, William Mcelroy, is a registered financial professional currently at WILDRIDGE SECURITIES located in Los Angeles, California.

William is registered as a RR (Registered Representative) and started their career in finance in 2018. William has worked at 2 firms and has passed the Series 63, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Will James Mcelroy | William Mcelroy

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) - BD

Click below to view William James Mcelroy'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®
None

Experience

Current

February 26, 2026 - Present

WILDRIDGE SECURITIES

Office #1: 1100 Glendon Ave. 17th Floor, Los Angeles, CA 90024
BD
CRD#: 335666
LOS ANGELES, CA
Past

December 21, 2018 - April 6, 2021

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 3/6/2019
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/11/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 12/22/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/21/2018
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

WS
WILDRIDGE SECURITIES
WILDRIDGE SECURITIES | WILDRIDGE SECURITIES LLC

CRD#: 335666 / SEC#: , 8-71350

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information

Main Address
1100 Glendon Ave. 17th Floor, Los Angeles, CA, 90024
Mailing Address
1100 Glendon Ave. 17th Floor, Los Angeles, CA, 90024
Phone number
(213) 915-6414
Established
Delaware since 03/10/2025
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
WILDRIDGE PARTNERS LLCOWNER
FEIN, ALEXANDER KALEMANAGING MEMBER5962504
THORNTON, STEVEN LEEFINOP & CCO4496384

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

WILDRIDGE SECURITIES

CRD#: 335666Los Angeles, CA 90024

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