William Alexander Ullman

Current Employers

Employment History

• 01/2015 → 07/2018
  Orchard Platform Markets, Llc
  New York, NY
• 07/2018 → 03/2020
  Greystone Wealth Advisors, Llc
  Rye Brook, NY
• 06/2020 → 09/2023
  Berkshire Global Advisors Lp
  New York, NY
• 01/2021 → 11/2025
  Water Street Advisors Llc
  Brooklyn, NY
• 11/2025 → Present
  Connective Wealth Partners, Llc
  Brooklyn, NY
• 08/2018 → 12/2020
  Independent Consultant
  Brooklyn, NY

Previous Registrations

• 2021-05-16 → 2025-12-01
  Water Street Advisors Llc
  Brooklyn, NY
• 2019-01-24 → 2020-03-24
  Greystone Wealth Advisors Llc
  Brooklyn, NY
  Rye Brook, NY

Other Businesses

1) Alpha Modus Corp.; Not investment-related; CoCreatrnelius, NC. 28031; Data Driven Technology; Board Member; 1/1/2025; 1 - 5 hours per month; 0 during trading hours; Customary board activities 2) Fintech Collective Fund II LP; Investment-related; New York, NY. 10003; Venture Capital Fund; Special Advisor; 1/1/2018; 2 hours per month; 0 during trading hours; General advice and occasional lead generation 3) Van Eck Associates Corp.; Investment-related; New York, NY. 10017; ETF, mutual fund and institutional investment manager; Board Member; 1/1/2010; 1 - 5 hours per month; 0 during trading hours; Customary board of directors role and responsibilities 4) Capital Returns Master Ltd.; Not investment-related; Georgetown, Cayman Isl.; Registered investment company; Board Member; 1/1/2010; 1-2 hours per month; 0 during trading hours; Customary board of directors role and responsibilities

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-11-05
• S63 Uniform Securities Agent State Law Examination
  2016-11-22

Other Names

• Bill Ullman