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William Scott Villafranco

SOUTHWIND ASSOCIATES OF NJ INC.·NY, New York
SIE, Series 7, Series 63, Series 658 years registeredSOUTHWIND ASSOCIATES OF NJ INC.
530 5TH AVE, NY, NY 10036CRD# 2190885Firm CRD# 110371

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Scott Villafranco · NY, NY
Registration
CRD #2190885 · SOUTHWIND ASSOCIATES OF NJ INC. · 8 years registered
Brand Profile
Not yet started
01

Career History

VILLAFRANCO WEALTH MANAGEMENT
Aug 2017 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · August 30, 2017
Years registered · 8
03

Disclosure History

2017Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
SOUTHWIND ASSOCIATES OF NJ INC.
CRD 110371 · SEC 801-57412
AUM
$257M
Regulatory assets under management
Employees
5
124 client accounts
Services offered by SOUTHWIND ASSOCIATES OF NJ INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at SOUTHWIND ASSOCIATES OF NJ INC. →
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05

Frequently Asked Questions

What services does William Scott Villafranco offer?
William Scott Villafranco specializes in Financial Planning, Investment Management, Retirement Planning, Fee-Only Advisory. Contact their office in NY, New York for a consultation.
What are William Scott Villafranco's credentials?
William Scott Villafranco is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Scott Villafranco located?
William Scott Villafranco is based in NY, New York, working with SOUTHWIND ASSOCIATES OF NJ INC.. Their office serves clients in the NY metropolitan area and surrounding communities.
How does William Scott Villafranco charge for services?
William Scott Villafranco's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SOUTHWIND ASSOCIATES OF NJ INC.?
SOUTHWIND ASSOCIATES OF NJ INC. has approximately 5 employees and manages $257M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Anthony Angelo Durkin
MONTVALE, NJ

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