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William Dubinsky

27 Years of Experience
New York, NY
Broker

William Dubinsky is a registered investment advisor at Willis Securities, INC., based in New York, NY, with 27 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
N/A
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

300 Madison Avenue, 28th Floor, New York, NY, 10017

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

William is an advisory board member for Waterway Gas & Wash, a car wash, since 2012, dedicating minimal time. He is also a certified individual at Gallagher Securities, a UK-based broker dealer, and a managing director at Gallagher Re, a global reinsurance broker, dedicating about half his time to the latter two since 2021.

Employment History
Current Registrations
Willis Securities, INC.
September 2021 - Present · 4 yrs 8 mos
Gallagher Securities, INCBroker
May 2010 - Present · 16 yrs
Previous Registrations
Swiss Re Capital Markets CorporationBroker
April 2002 - April 2010 · 8 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2000 - March 2002 · 1 yr 7 mos
Aon Securities CorporationBroker
September 1998 - July 2000 · 1 yr 10 mos
State Registrations21 states
AZCACOCTDCDEFLILMAMDNCNJNYOHPAPRRITXUTVAWI
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.
William Dubinsky - Financial Advisor | TrueAdvisor