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WC

William H. Corman

71 WEST CAPITAL PARTNERS
BOSTON, MA 02110
Some features on this profile are disabled
CRD#: 7329839
WC

Professional summary

William Harvey Corman, who also goes by William Corman, is a registered financial advisor currently at 71 WEST CAPITAL PARTNERS located in Boston, Massachusetts.

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 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

William Corman

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) - RIA

Click below to view William Harvey Corman's CRS (Customer Relationship Summary).
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

November 17, 2025 - Present

71 WEST CAPITAL PARTNERS

Office #1: 1 Post Office Square, Boston, MA 02110
RIA
CRD#: 338756
BOSTON, MA
Past

May 20, 2021 - November 26, 2025

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
BOSTON, MA
Past

April 20, 2021 - November 26, 2025

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
BOSTON, MA

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
Alabama
(12/11/2025)
IAR
Massachusetts
(11/17/2025)
IAR
Texas
(11/17/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/18/2021
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 4/20/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/23/2021
Securities Industry Essentials Examination

Current Firm

7W
71 WEST CAPITAL PARTNERS
71 WEST CAPITAL PARTNERS | 71 WEST CAPITAL PARTNERS, LLC

CRD#: 338756 / SEC#: 801-134535

RIA
Registered Investment Advisory firm - (11/14/2025 120-Day Approval)
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Contact information

Main Address
1 Post Office Square, Boston, MA 02110
Mailing Address
Phone number
(617) 513-4127
Established
Firm type
Fiscal year end
# of Employees
12

SEC notice filing (53 States and Territories)

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Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - APPENDIX 1 (WRAP FEE BROCHURE) (1/8/2026)
0

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

71 WEST CAPITAL PARTNERS

CRD#: 338756Boston, MA 02110

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