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WM

William G. Mckee

ETICO PARTNERS
SARATOGA SPRINGS, NY 12866
CRD#: 7443795
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WM
William Gray MckeeETICO PARTNERS

Professional summary

William Gray Mckee is a registered financial professional currently at ETICO PARTNERS, LLC located in Saratoga Springs, New York.

William is registered as a RR (Registered Representative) and started their career in finance in 2021. William has worked at 2 firms and has passed the Series 63, Series 7TO and SIE exams.

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 Gray Mckee'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

March 19, 2026 - Present

ETICO PARTNERS, LLC

Office #1: 85 Railroad Place Suite 101a, Saratoga Springs, NY 12866
BD
CRD#: 122481
SARATOGA SPRINGS, NY
Past

October 28, 2021 - February 11, 2026

PACER FINANCIAL, INC.

BD
CRD#: 137040
Malvern, PA

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
New York
(3/19/2026)
RR
Pennsylvania
(3/19/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 12/3/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/28/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 6/15/2021
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

EP
ETICO PARTNERS, LLC
ETICO PARTNERS, LLC | M.J. WHITMAN LLC

CRD#: 122481 / SEC#: , 8-65500

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

Main Address
85 Railroad Place Suite 101a, Saratoga Springs, NY 12866
Mailing Address
85 Railroad Place Suite 101a, Saratoga Springs, NY 12866
Phone number
(518) 348-0060
Established
Delaware since 05/15/2002
Firm type
Limited Liability Company
Fiscal year end
March
Firm Size
Small
# of Employees

FINRA licenses (23 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
ETICO FINANCIAL LLCEQUITY HOLDER OF ETICO PARTNERS, LLC
GILBERT, JOSHUA TYLERCCO6578136
LEO, JOSEPH ALBERTEXECUTIVE VP4988004
OCONNOR, MICHAEL MFINOP7079764
SANFILIPPO, ANTHONY MARKROSFP865272
WEISMAN, SCOTT ALANCEO2367813

Disclosures

Regulatory Event1

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

ETICO PARTNERS, LLC

CRD#: 122481Saratoga Springs, NY 12866

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