William McEnroe (CRD# 7114425) is an Investment Advisor Representative working at Bison Wealth, LLC in Saint James, NY and has over 3 years of experience in the finance industry.
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5473273
American Portfolios Advisors, Inc.
CRD# 1483428
Abbington Investment Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bison Wealth, Llc Dba Capital Defender Advisors | Atlanta, GA | Dec 2023 - Current | < 1 |
| Hempstead Village Police Department | Hempstead, NY | Dec 2020 - Current | 3 |
| Center For Wealth Preservation | Syosset, NY | Aug 2021 - Jan 2024 | 2 |
| Nylife Securities LLC | Melville, NY | Sep 2019 - Jan 2021 | 1 |
| New York Life Insurance Co | Melville, NY | May 2019 - Jan 2021 | 1 |
| Lacrosse Unlimited | Hauppauge, NY | Sep 2018 - Jun 2019 | < 1 |
| University Of Florida | Gainsville, FL | Sep 2017 - Apr 2019 | 1 |
| Rocco's Pizza And Pasta | Saint James, NY | Oct 2017 - Sep 2018 | < 1 |
| New York Yankees | Bronx, NY | May 2017 - Oct 2017 | < 1 |
| Stony Brook University | Stony Brook, NY | Sep 2015 - May 2017 | 1 |
| Lacrosse Unlimited | Hauppauge, NY | Jan 2015 - Apr 2017 | 2 |
| Suffolk Community College | Selden, NY | Jan 2015 - May 2015 | < 1 |
| Saint Leo University | Saint Leo, FL | Aug 2014 - Dec 2014 | < 1 |
| Unemployed | Saint James, NY | Jun 2014 - Aug 2014 | < 1 |
| Smithtown Central School District | Smithtown, NY | Sep 2008 - Jun 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2020 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2023 |
- NY
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Total Assets Under Management1,605MILLIONS
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Total Number of Accounts4,347ACCOUNTS
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Average Account Value$369,322
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, CA, CT, FL, GA, IA, IL, LA, MA, MD, MS, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WI
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