William Herbert Mcelroy
Professional Summary
William Herbert Mcelroy, who also goes by Bill Mcelroy, is a registered financial advisor currently at GUARDIAN PLUS INC located in Mill Creek, Washington. William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1977. William has worked at 11 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Bill Mcelroy
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
49 years in the financial services industry
Current & Past Employments
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Current Firm
GUARDIAN PLUS | WILLIAM H MCELROY & CO. | MERCATOR FINANCIAL GROUP | GUARDIAN PLUS INC
Contact Information
Main Address
Bothell, WAPhone Number
(425) 483-2169# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
18AUM (Assets Under Management)
$10,732,843Similar Advisors
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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.
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State Registrations and Notice Filings
(2/17/2005)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view William Herbert Mcelroy's CRS (Customer Relationship Summary).
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