William Vellon is a registered investment advisor, based in Wilmette, IL, with 36 years of industry experience.
Location
Wilmette, IL
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Regulatory History (1)
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Customer Dispute
July 1995Settled
Other Business ActivitiesSells Insurance
William is involved in several business activities, including being a member of multiple LLCs, president and co-owner of Kingsbury Capital Investment Advisors, LLC (an RIA firm), owner of Millennium MSO, Inc., and a member of Overbrook Associates, LLC. He also works as a health insurance sales representative and generates leads for 1031/DST transactions, dedicating about 10-20% of his time to this.
Employment History
Current Registrations
Cabot Lodge Securities LLCBroker
January 2020 - Present · 6 yrs 3 mos
Kingsbury Capital Investment Advisors LLC
March 2008 - Present · 18 yrs 1 mo
Previous Registrations
Kingsbury Capital, INC.Broker
January 2015 - December 2019 · 4 yrs 11 mos
Freedom Investors CORP.Broker
September 2013 - January 2015 · 1 yr 4 mos
Spencer Trask Ventures, INC.Broker
November 2010 - September 2013 · 2 yrs 10 mos
Kingsbury, LLCBroker
October 2008 - April 2015 · 6 yrs 6 mos
Brewer Financial Services, LLCBroker
June 2007 - November 2010 · 3 yrs 5 mos
Tlg Advisors, INC.
August 2006 - May 2007 · 9 mos
Chicago Investment Group, LLCBroker
December 2003 - May 2007 · 3 yrs 5 mos
Friedman, Billings, Ramsey & CO., INC.Broker
July 2002 - September 2003 · 1 yr 2 mos
Advanced Equities, INC.Broker
November 2000 - July 2002 · 1 yr 8 mos
Gruntal & CO., L.L.C.Broker
January 1994 - November 2000 · 6 yrs 10 mos
Lehman Brothers INC.Broker
May 1993 - January 1994 · 8 mos
Oppenheimer & CO., INC.Broker
March 1990 - June 1993 · 3 yrs 3 mos
Shearson Lehman Hutton INC.Broker
June 1989 - February 1990 · 8 mos
State Registrations33 states
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Exams
No exam information available for this advisor.