Unclaimed Profile

William F Cairney

AMERICAN PORTFOLIOS ADVISORS. INC·HOLBROOK, New York

SIE, Series 7, Series 14, Series 24, Series 63Clean recordAMERICAN PORTFOLIOS ADVISORS. INC

4250 VETERAN'S MEMORIAL HIGHWAY, HOLBROOK, NY 11741CRD# 2088079Firm CRD# 112697

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William F Cairney · HOLBROOK, NY

Registration

CRD #2088079 · AMERICAN PORTFOLIOS ADVISORS. INC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 14

Series 24

Series 63

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AMERICAN PORTFOLIOS ADVISORS. INC

CRD 112697 · SEC 801-61065

AUM

$13.1B

Regulatory assets under management

Employees

700

54,553 client accounts

Services offered by AMERICAN PORTFOLIOS ADVISORS. INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at AMERICAN PORTFOLIOS ADVISORS. INC →

Introduction

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Frequently Asked Questions

What services does William F Cairney offer?

William F Cairney specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HOLBROOK, New York for a consultation.

What are William F Cairney's credentials?

William F Cairney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William F Cairney located?

William F Cairney is based in HOLBROOK, New York, working with AMERICAN PORTFOLIOS ADVISORS. INC. Their office serves clients in the HOLBROOK metropolitan area and surrounding communities.

How does William F Cairney charge for services?

William F Cairney's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AMERICAN PORTFOLIOS ADVISORS. INC?

AMERICAN PORTFOLIOS ADVISORS. INC has approximately 700 employees and manages $13.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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