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William C. Doremus

Criticalpoint Partners LLC

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About William C. Doremus

William C. Doremus is a financial professional with over 2 years of experience in the industry. William is currently registered with Criticalpoint Partners LLC in California. Previously, William was employed by BA Securities, LLC in Manhattan Beach, California. William holds the Series 63, Series 79TO and SIE licenses. William is committed to providing clients with the highest quality financial advice and services.

Firm Information

William Doremus is currently registered with Criticalpoint Partners LLC. Criticalpoint Partners LLC is a Limited Liability Company formed on May 31, 2012. The firm is registered in Arkansas, California, Colorado, Florida, Kansas, Massachusetts, Michigan, Missouri, North Carolina, Ohio, and Texas. They have also received one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

29

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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William Doremus’s Registration & Firm History

CA

10/26/2022 - Present

Criticalpoint Partners LLC (EL SEGUNDO CA)

CA

05/24/2021 - 10/31/2022

BA SECURITIES, LLC (MANHATTAN BEACH CA)

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Licenses & Designations

BC

Issued 07/27/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/24/2021

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 04/14/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William C. Doremus.
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