William McCanney (CRD# 6626903) is an Investment Advisor Representative working at Hightower Advisors, LLC in New York, NY and has over 8 years of experience in the finance industry. William McCanney has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4165858
Hightower Advisors, LLC
CRD# 4586194
Rock Ridge Wealth LLC
CRD# 2089960
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Hightower | Chicago, IL | Sep 2022 - Current | 1 |
Northwestern Mutual Wealth Management Company | Milwaukee, WI | Jul 2021 - Sep 2022 | 1 |
Northwestern Mutual Life Insurance Company | Milwaukee, WI | Jun 2021 - Sep 2022 | 1 |
Northwestern Mutual Investment Services LLC | Oswego, NY | Jun 2021 - Sep 2022 | 1 |
Semus Wealth Partners | Malvern, PA | Mar 2018 - May 2021 | 3 |
Ameriprise Financial Services Inc. | Malvern, PA | Mar 2018 - Nov 2019 | 1 |
Griffin Financial Group | King Of Prussia, PA | May 2015 - Mar 2018 | 2 |
Student | Pittsburgh, PA | Aug 2014 - Jun 2016 | 1 |
Ethosource | Morgantown, PA | Aug 2012 - Jul 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 2016 |
S65 | NASAA Investment Advisors Law Examination | Jun 2018 |
- NY
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Total Assets Under Management130,239MILLIONS
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Total Number of Accounts178,256ACCOUNTS
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Average Account Value$730,631
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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