DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
William Charles Meltzer
Feed of 09/14/2026
At current firm
3 y
since Mar 14, 2023
In the industry
40 y
since Oct 2, 1985 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- LPL Financial LLC BD affiliated currentsince Mar 14, 2023 · Paramus, Nj
- Gladstone Wealth Partners BD affiliatedOct 17, 2019 to Dec 16, 2020 · Paramus, Nj
- Private Portfolio Partners, LLC formerMay 22, 2017 to Mar 10, 2023 · Paramus, Nj
- J.P. Morgan Securities LLC wirehouseOct 1, 2012 to May 18, 2017 · Verona, Nj
- Chase Investment Services Corp. formerJul 7, 2010 to Oct 1, 2012 · New York, Ny
- Morgan Stanley wirehouseJun 1, 2009 to Jul 9, 2010 · Toms River, Nj
- Citigroup Global Markets Inc. BD affiliatedMay 24, 2007 to Jun 1, 2009 · Toms River, Nj
Moves
a registration end followed by a registration begin elsewhere
- Private Portfolio Partners, LLC to Gladstone Wealth Partnersleft Mar 10, 2023, registered Oct 17, 2019 (-1240 days) · RIA to RIA
- Gladstone Wealth Partners to LPL Financial LLCleft Dec 16, 2020, registered Mar 14, 2023 (818 days) · RIA to RIA
- J.P. Morgan Securities LLC to Private Portfolio Partners, LLCleft May 18, 2017, registered May 22, 2017 (4 days) · Other · moved with a team
- Chase Investment Services Corp. to J.P. Morgan Securities LLCleft Oct 1, 2012, registered Oct 1, 2012 (0 days) · corporate re-registration, not a move
- Morgan Stanley to Chase Investment Services Corp.left Jul 9, 2010, registered Jul 7, 2010 (-2 days) · Other
- Citigroup Global Markets Inc. to Morgan Stanleyleft Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
Signals
- William Charles Meltzer left Private Portfolio Partners, Llc for Gladstone Wealth Partners (registered 2019-10-17)Mar 10, 2023 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 40derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address