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WS

William E. Skantze

MC SQUARE CAPITAL
Greenwich, CT 06830
Some features on this profile are disabled
CRD#: 7400855
WS

Professional summary

William Eversen Skantze is a registered financial professional currently at MC SQUARE CAPITAL, LLC located in Greenwich, Connecticut.

William is registered as a RR (Registered Representative) and started their career in finance in 2021. William has worked at 1 firm and has passed the Series 63, Series 79TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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 Eversen Skantze'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

August 23, 2021 - Present

MC SQUARE CAPITAL, LLC

Office #1: 71 Arch Street, Greenwich, CT 06830
BD
CRD#: 169545
Greenwich, CT

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Connecticut
(8/30/2021)

Exams

State Security Law Exam
RR
Series 63
Date: 8/30/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 8/23/2021
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/9/2021
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

MS
MC SQUARE CAPITAL, LLC
EXIT 3 CAPITAL MARKETS, LLC | MC SQUARE CAPITAL, LLC

CRD#: 169545 / SEC#: , 8-69374

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

Main Address
71 Arch Street, Greenwich, CT 06830
Mailing Address
71 Arch Street, Greenwich, CT 06830
Phone number
(646) 780-7166
Established
Connecticut since 07/25/2013
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (3 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
MC SQUARE HOLDINGS, LLCHOLDING COMPANY
BARENBOIM, LEONARDCCO1523181
MARIN, MARINOMANAGER AND MANAGING PRINCIPAL (CHIEF EXECUTIVE OFFICER)2790923
NEELY, KIMBERLY BETHFINOP2045019

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

MC SQUARE CAPITAL, LLC

CRD#: 169545Greenwich, CT 06830

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