WG
William T. Green
WPCG ADVISORY
NEW YORK, NY 10014
CRD#: 8149084
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WG
William Tucker GreenWPCG ADVISORY
Professional summary
William Tucker Green is a registered financial advisor currently at WPCG ADVISORY, LLC located in New York, New York.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. William has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Always Fiduciary
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.
CRS (Client Relationship Summary) - RIA
Click below to view William Tucker Green'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®
NoneExperience
Current
August 19, 2025 - Present
WPCG ADVISORY, LLC
Office #1: 180 Varick Street Suite 1128, New York, NY 10014RIA
CRD#: 336581
NEW YORK, NY
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
New York(8/19/2025)
Current Firm
WA
WPCG ADVISORY, LLC
WPCG ADVISORY, LLC
CRD#: 336581 / SEC#:
New York
Registered Investment Advisory firm - (7/18/2025 Approved)Loading...
Contact information
Main Address
180 Varick Street Suite 1128, New York, NY 10014
Mailing Address
Phone number
(561) 567-8160
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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