William E. Mcallister

WEBULL ADVISORS

St. Petersburg, FL 33716

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CRD#: 7920967

Professional summary

William Edward Mcallister is a registered financial advisor currently at WEBULL ADVISORS LLC located in St. Petersburg, Florida.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. William has worked at 2 firms and has passed the Series 65 and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

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) - RIA

Click below to view William Edward Mcallister'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

April 13, 2026 - Present

WEBULL ADVISORS LLC

Office #1: 200 Carillon Pkwy, St. Petersburg, FL 33716

RIA

CRD#: 304881

St. Petersburg, FL

Past

July 9, 2024 - April 7, 2026

MTC WEALTH MANAGEMENT

RIA

CRD#: 305308

St. Petersburg, FL

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".

WEBULL ADVISORS LLC

CRD#: 304881 / SEC#: 801-117281

RIA

Registered Investment Advisory firm - (8/30/2019 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

Florida
(4/13/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/21/2019

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 9/21/2019

Securities Industry Essentials Examination

Current Firm

WEBULL ADVISORS LLC

CRD#: 304881 / SEC#: 801-117281

RIA

Registered Investment Advisory firm - (8/30/2019 Approved)

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Contact information

Main Address

200 Carillon Parkway, St Petersburg, FL 33716

Mailing Address

Phone number

+1 (917) 725-2408

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WEBULL ADVISORS - WRAP FEE BROCHURE (11/28/2025)

WEBULL ADVISORS ADV2A BROCHURE (11/28/2025)

Regulatory assets under management

Total Number of Accounts	27,290
AUM (Assets Under Management)	$ 46,368,003

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/24/2025	Cover Page	Report
08/27/2024	Cover Page	Report
02/28/2024	Cover Page	Report

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.

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William E. Mcallister

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Edward Mcallister's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEBULL ADVISORS LLC

MTC WEALTH MANAGEMENT

Primary Firm SEC Registration

WEBULL ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/21/2019

SIE

Date: 9/21/2019

Current Firm

WEBULL ADVISORS LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

WEBULL ADVISORS LLC

TRUST BUT VERIFY

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