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William Enright

Castleoak Securities, LP

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About William Enright

William Enright is a financial professional with over 20 years of experience in the industry. William has a Series 7, Series 3, Series 55, Series 63, and Series 24 license and is currently registered with Castleoak Securities, LP. William has previously worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, BANC OF AMERICA SECURITIES LLC, BNP PARIBAS SECURITIES CORP. and UBS WARBURG LLC. William has a broad range of experience in the financial services industry and is committed to providing clients with personalized advice and solutions.

Firm Information

William Enright is currently registered with Castleoak Securities, LP. Castleoak Securities, LP is a Partnership formed in July 2004. It is registered with the SEC and is approved in all 50 states.

Not reported

Assets Under Management

Not reported

Total Clients

21

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 Enright’s Registration & Firm History

NY

06/18/2018 - Present

Castleoak Securities, LP (NEW YORK NY)

NY

11/01/2010 - 03/19/2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

05/21/2003 - 11/01/2010

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

NY

02/02/2001 - 05/13/2003

BNP PARIBAS SECURITIES CORP. (NEW YORK NY)

NY

09/26/2000 - 12/15/2000

UBS WARBURG LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/31/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/26/2019

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/20/2011

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 05/01/2001

Series 3 - National Commodity Futures Examination

BC

Issued 09/25/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Enright.
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