William McNamara, financial advisor Red Bank NJ

William McNamara

CRD Number: 5076541
Current Firm: Salvus Wealth Management, LLC

William McNamara (CRD# 5076541) is an Investment Advisor Representative working at Salvus Wealth Management, LLC in Red Bank, NJ and has over 15 years of experience in the finance industry.

Similar Advisors
Mark Abadir, financial advisor Red Bank NJ
Mark A. Abadir
CRD# 2130640
Ameriprise Financial Services, LLC
Similar Advisors
Raymond Abbate, financial advisor Red Bank NJ
Raymond J. Abbate
CRD# 700067
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Samirah Abdul-Alim, financial advisor Red Bank NJ
Samirah Abdul-Alim
CRD# 1863193
Primerica Advisors
Company Name Location Dates Years
Salvus Wealth Management, LLC Shrewsbury, NJ May 2018 - Current 5
The Curchin Group, LLC Red Bank, NJ Dec 2016 - Current 7
C & G Financial, LLC Toms River, NJ Feb 1999 - Jan 2017 17
Cowan, Gunteski & Company Toms River, NJ Oct 1987 - Dec 2016 29
Salvus Wealth Management, LLC Toms River, NJ Aug 2014 - Oct 2016 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2008
Contact Info for William C. McNamara
Phone Number: 732-542-2629
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    242
    MILLIONS
  • Total Number of Accounts
    660
    ACCOUNTS
  • Average Account Value
    $366,435
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CT, FL, NJ, NY, TX

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.