William Villafranco, financial advisor Cresskill NJ

William Villafranco

CRD Number: 2190885
Current Firm: Villafranco Wealth Management

William Villafranco (CRD# 2190885) is an Investment Advisor Representative working at Villafranco Wealth Management in Cresskill, NJ and has over 27 years of experience in the finance industry.

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Origin Investment Advisory LLC
Company Name Location Dates Years
Villafranco Wealth Management New York, NY Nov 1995 - Current 28
Apb Financial Group, Inc. Ny, NY Jan 1999 - Dec 2017 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1996
S65 NASAA Investment Advisors Law Examination Dec 2021
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for William S. Villafranco
Phone Number: 3477269050
Registered State(s):
  • NJ
  • NY
  • TX
Current Firm Details
Villafranco Wealth Management
Firm's CRD Number: 110371
By the Numbers
  • Total Assets Under Management
    231
    MILLIONS
  • Total Number of Accounts
    126
    ACCOUNTS
  • Average Account Value
    $1,835,359
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA, CT, FL, NJ, NY, TX

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