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William Mcelroy

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CRD#: 7014139
WM
William Mcelroy

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

William Mcelroy, who also goes by Will James Mcelroy, William James Mcelroy, was a registered financial professional .

William is a previously registered financial professional and started their career in finance in 2018. William had worked at 2 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 7 exams.

Aliases


Will James Mcelroy | William James 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)


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


Past

February 26, 2026 - August 4, 2026

WILDRIDGE SECURITIES

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
IAR
Series 66
Date: 7/31/2026
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 12/11/2022
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam

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)


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#: 335666

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