Investment adviser representative · McC Wealth
William McCullough III
CRD 7203085 · Atlanta, GA
At a glance
William McCullough III is an investment adviser representative with McC Wealth in Atlanta, GA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on William’s SEC record dates to 2022, about 4 years ago. Designations on file: Chartered Financial Consultant.
Current advisory firm
- McC WealthSince January 2025Atlanta, GA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2022 (4 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
William’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.