WILLIAM CHARLES MELTZER is an investment adviser representative (IAR) with state registration records since 2007, appearing at 7 firms. Currently registered with LPL FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LPL FINANCIAL LLC | 2023-03-14 | present | Yes |
| GLADSTONE INSTITUTIONAL ADVISORY LLC | 2019-10-17 | 2020-12-16 | — |
| PRIVATE PORTFOLIO PARTNERS, LLC | 2017-05-22 | 2023-03-10 | — |
| J.P. MORGAN SECURITIES LLC | 2012-10-01 | 2017-05-18 | — |
| CHASE INVESTMENT SERVICES CORP. | 2010-07-07 | 2012-10-01 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2009-06-01 | 2010-07-09 | — |
| CITIGROUP GLOBAL MARKETS INC. | 2007-05-24 | 2009-06-01 | — |