AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
WG

William J. Gildea

CJS SECURITIES
White Plains, NY 10606
Some features on this profile are disabled
CRD#: 7803912
WG

Professional summary


William Joseph Gildea IV, who also goes by William Gildea, is a registered financial professional currently at CJS SECURITIES, INC. located in White Plains, New York.

William is registered as a RR (Registered Representative) and started their career in finance in 2023. William has worked at 1 firm and has passed the Series 63, Series 87, Series 86, Series 7TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


William Gildea

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 Joseph Gildea IV'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 20, 2023 - Present

CJS SECURITIES, INC.

Office #1: 50 Main Street Suite 325, White Plains, NY 10606
BD
CRD#: 44823
White Plains, NY

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
(1/25/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 1/25/2024
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 7TO
Date: 12/20/2023
General Securities Representative Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


CS
CJS SECURITIES, INC.
CJS SECURITIES, INC.

CRD#: 44823 / SEC#: , 8-50853

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
50 Main Street Suite 325, White Plains, NY 10606
Mailing Address
50 Main Street Suite 325, White Plains, NY 10606
Phone number
(914) 287-7600
Established
New York since 11/06/1997
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (39 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
JAGODA, LEE M.RESEARCH ANALYST / SHAREHOLDER4986879
LABICK, ROBERT JAMESPRESIDENT2071988
MOORE, DANIEL JOSEPHRESEARCH ANALYST / SHAREHOLDER2614723
SOLOW, LAWRENCE SCOTTRESEARCH ANALYST / SHAREHOLDER2511217
STRAUZER, CHARLES SCHIEF COMPLIANCE OFFICER2266794
TANWANTENG, JONATHAN E.RESEARCH ANALYST / SHAREHOLDER4886441
URSANER, ARNOLDSHAREHOLDER451922
WETCHLER, BENJAMIN MARKFINOP AND CHIEF FINANCIAL OFFICER4459166

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


CJS SECURITIES, INC.

CRD#: 44823White Plains, NY 10606

TRUST BUT VERIFY

Monitor William Gildea

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Richard Gaspare Dragotta
Richard DragottaAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
Paramus, NJ
Anita Narendra Srivastava
Anita SrivastavaAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
Paramus, NJ
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics