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WM

William G. Mcmillan

HENDERSON BROTHERS FINANCIAL PARTNERS
PITTSBURGH, PA 15222
Some features on this profile are disabled
CRD#: 7593025
WM

Professional summary

William Gillies Mcmillan, who also goes by William Mcmillan, is a registered financial advisor currently at HENDERSON BROTHERS FINANCIAL PARTNERS LLC located in Pittsburgh, Pennsylvania and LPL FINANCIAL LLC located in Pittsburgh, Pennsylvania.

William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. William has worked at 3 firms and has passed the Series 65, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

William Mcmillan

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 Gillies Mcmillan'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

December 11, 2025 - Present

HENDERSON BROTHERS FINANCIAL PARTNERS LLC

Office #1: 920 Fort Duquesne Boulevard, Pittsburgh, PA 15222
RIA
CRD#: 333732
PITTSBURGH, PA
Current

July 15, 2025 - Present

LPL FINANCIAL LLC

Office #1: 920 Fort Duquesne Blvd, Pittsburgh, PA 15222-3602
RIA
BD
CRD#: 6413
Pittsburgh, PA
Past

November 24, 2025 - March 11, 2026

LPL FINANCIAL LLC

RIA
CRD#: 6413
FORT MILL, SC
Past

November 14, 2022 - May 29, 2025

NATIONWIDE INVESTMENT SERVICES CORPORATION

BD
CRD#: 7110
COLUMBUS, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HB
HENDERSON BROTHERS FINANCIAL PARTNERS LLC
HENDERSON BROTHERS FINANCIAL PARTNERS LLC

CRD#: 333732 / SEC#: 801-131774

RIA
Registered Investment Advisory firm - (1/10/2025 Approved)

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
Pennsylvania
(12/11/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/24/2025
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 11/14/2022
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/27/2022
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

HB
HENDERSON BROTHERS FINANCIAL PARTNERS LLC
HENDERSON BROTHERS FINANCIAL PARTNERS LLC

CRD#: 333732 / SEC#: 801-131774

RIA
Registered Investment Advisory firm - (1/10/2025 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
920 Fort Duquesne Boulevard, Pittsburgh, PA 15222
Mailing Address
Phone number
(412) 261-3333
Established
Firm type
Fiscal year end
# of Employees
26

SEC notice filing (11 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

HBFP ADV BROCHURE (5/9/2025)

Regulatory assets under management

Total Number of Accounts1,349
AUM (Assets Under Management)$ 327,345,953

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

HENDERSON BROTHERS FINANCIAL PARTNERS LLC

CRD#: 333732Pittsburgh, PA 15222

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