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William Decker

LPL Financial LLC
30 Years of Experience
East Syracuse, NY
2 DisclosuresBroker
View SEC Summary
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William Decker is a registered investment advisor at LPL Financial LLC, based in East Syracuse, NY, with 30 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5015 Campuswood Drive, Suite 103, East Syracuse, NY, 13057

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2011
Denied
Customer Dispute
June 2002
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

William is a 33% owner/senior partner and secretary of Briarwood Wealth Management Services Inc., dedicating full-time hours to it. He also works as a tax preparer for Briarwood Tax Service LLC for a few hours per week and is a member and senior partner of Meridian Wealth Advisors LLC and Meridian Wealth Management, respectively, dedicating full-time hours to the latter.

Employment History
Current Registrations
LPL Financial LLC
July 2025 - Present · 1 yr 3 mos
LPL Financial LLCBroker
July 2025 - Present · 1 yr 3 mos
Previous Registrations
Cadaret Grant & CO INC
May 2021 - July 2025 · 4 yrs 2 mos
Cadaret, Grant & CO., INC.Broker
September 2016 - July 2025 · 8 yrs 10 mos
LPL Financial LLCBroker
August 2012 - September 2016 · 4 yrs 1 mo
Key Investment Services LLCBroker
January 2006 - August 2012 · 6 yrs 7 mos
Mcdonald Investments INC.Broker
May 1999 - December 2005 · 6 yrs 7 mos
Key Investments INC.Broker
April 1997 - May 1999 · 2 yrs 1 mo
A. G. Edwards & Sons, INC.Broker
October 1996 - February 1997 · 4 mos
Olde Discount CorporationBroker
September 1995 - October 1996 · 1 yr 1 mo
State Registrations10 states
AZCAFLIAMONCNENYPAVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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