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William Edgar Deitrick

BCW Securities LLC

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About William Edgar Deitrick

William Edgar Deitrick is a financial professional with over 20 years of experience in the securities industry. William has held positions with several prominent firms, including Citigroup Global Markets Inc., J.P. Morgan Securities Inc., and Brean Capital, LLC. William is currently registered with BCW Securities LLC and holds Series 7 and Series 63 licenses. William has a proven track record of providing investment advice and guidance to clients in a variety of financial situations.

Firm Information

William Deitrick is currently registered with BCW Securities LLC. BCW Securities LLC is a Limited Liability Company formed in May 2007. The firm is registered with the SEC and in 17 states, including California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Maryland, Massachusetts, Michigan, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, and Washington.

Not reported

Assets Under Management

Not reported

Total Clients

36

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 Deitrick’s Registration & Firm History

CT

06/01/2018 - Present

BCW Securities LLC (WESTPORT CT)

NY

02/09/2016 - 05/08/2018

VENOVATE MARKETPLACE, INC. (NEW YORK NY)

NY

04/22/2014 - 07/27/2015

BREAN CAPITAL, LLC (NEW YORK NY)

NY

02/19/2013 - 06/25/2013

FOREFRONT CAPITAL MARKETS LLC (NEW YORK NY)

NY

08/12/2010 - 02/14/2013

NEWOAK CAPITAL MARKETS LLC (NEW YORK NY)

NY

05/09/2001 - 08/30/2007

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NY

06/09/1999 - 01/30/2001

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

NY

10/01/1998 - 03/16/1999

NATIONSBANC MONTGOMERY SECURITIES LLC (NEW YORK NY)

CA

06/30/1998 - 10/01/1998

BANCAMERICA SECURITIES, INC. (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 09/09/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/17/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for William Edgar Deitrick. Review regulatory record here.
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