William Edward Mcenroe
Investment adviser representative at Bison Wealth, LLC
11 yearsExperience
1 stateRegistered in
$2.7BFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Westhampton Beach Police DepartmentJul 2025 to now
- Bison Wealth, LLCDec 2023 to now
- Center for Wealth PreservationAug 2021 to Jan 2024
- Hempstead Village Police DepartmentDec 2020 to Jul 2025
- Nylife Securities LLCSep 2019 to Jan 2021
- New York Life Insurance CoMay 2019 to Jan 2021
- Lacrosse UnlimitedSep 2018 to Jun 2019
- Rocco's Pizza and PastaOct 2017 to Sep 2018
- University of FloridaSep 2017 to Apr 2019
- New York YankeesMay 2017 to Oct 2017
- Stony Brook UniversitySep 2015 to May 2017
- Lacrosse UnlimitedJan 2015 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (NY).
Bison Wealth, LLC
$2.7BAssets managed
9,003Clients
61Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7114425
- Firm CRD
- 299805