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WILLIAM ROBERTSON WHITNEY III
WILLIAM ROBERTSON WHITNEY, Bill Robertson Whitney III
CRD#: 7354121
IA
Investment Adviser
B
Broker
INTEGRATED WEALTH CONCEPTS LLCCRD#: 284656 200 5TH AVE
SUITE 4010
WALTHAM, MA 02451
LPL FINANCIAL LLCCRD#: 6413 200 5TH AVE., SUITE 4010
WALTHAM, MA 02451
Registration History
2022AprJulOct2023AprJulOct2024AprJulOct2025AprJulOct20262 FIRMS2022 - 2024 (1 year)2 FIRMS2024 - Present (<1 year)
License(s)

State Registrations

B
Connecticut 9/26/2024

B
New Hampshire 9/26/2024

B
Florida 9/26/2024

B
New Jersey 9/26/2024

B
Maine 9/26/2024

B
New Mexico 9/26/2024

B
Massachusetts 5/8/2024

B
Pennsylvania 9/26/2024

IA
Massachusetts 6/18/2024

B
Wyoming 9/26/2024

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
INTEGRATED WEALTH CONCEPTS LLC (CRD#:284656)
200 5TH AVE SUITE 4010, WALTHAM, MA 02451
Registered with this firm since 6/18/2024

B
LPL FINANCIAL LLC (CRD#:6413)
200 5TH AVE., SUITE 4010, WALTHAM, MA 02451
QUINCY, MA
Registered with this firm since 5/8/2024

Previous Registration(s)
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IA
12/15/2022 - 04/22/2024 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) BOSTON, MA
B
11/14/2022 - 04/22/2024 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) BOSTON, MA
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.