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William Du

Centerview Partners LLC

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About William Du

William Du is a registered representative with Centerview Partners LLC, a firm headquartered in Menlo Park, California. William has been in the securities industry since 2018 and has experience in investment banking. William is currently registered with the state of California. William has passed the Securities Industry Essentials (SIE), Series 79 and Series 63 exams. William was previously employed by J.P. Morgan Securities LLC.

Firm Information

William Du is currently registered with Centerview Partners LLC. Centerview Partners LLC is a Limited Liability Company formed on February 25, 2004. The firm is registered in California and New York and has an approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

47

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 Du’s Registration & Firm History

CA

03/22/2022 - Present

Centerview Partners LLC (Menlo Park CA)

CA

08/29/2018 - 09/16/2020

J.P. MORGAN SECURITIES LLC (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 08/31/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/27/2018

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for William Du. Review regulatory record here.
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