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William David Thrun

DC Advisory

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About William David Thrun

William David Thrun is a financial professional registered with DC Advisory in New York, NY. William has been in the industry since August 1, 2021. William holds the Series 63, Series 79TO and SIE licenses.

Firm Information

William Thrun is currently registered with DC Advisory. DC Advisory is a Limited Liability Company that was formed on April 1, 2012. The firm is registered in California, District of Columbia, Illinois, and New York. It has one approved SEC registration and four approved state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

80

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 Thrun’s Registration & Firm History

NY

08/02/2021 - Present

DC Advisory (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/06/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/02/2021

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 06/29/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William David Thrun.
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