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William Ambrose Toczylowski

Nerdwallet Wealth Partners, LLC

New York, NY

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Current Employers
Nerdwallet Wealth Partners, Llc

123 William Street 21St Floor, New York, NY 10038 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-08-11
  • NY RA
    APPROVED
    Since 2025-08-11

Branch Locations

123 William Street 21St Floor, New York, NY 10038 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mariner Wealth Advisors New York NY 09/2016 05/2017
Bny Mellon Wealth Management New York NY 06/2017 08/2019
Capital Group Private Client Services New York NY 09/2019 10/2024
Future You Wealth New York NY 11/2024 08/2025
Future You Wealth Llc New York NY 11/2024 08/2025
Nerdwallet Wealth Partners Llc New York NY 08/2025 Present
  • 09/2016 → 05/2017
    Mariner Wealth Advisors
    New York, NY
  • 06/2017 → 08/2019
    Bny Mellon Wealth Management
    New York, NY
  • 09/2019 → 10/2024
    Capital Group Private Client Services
    New York, NY
  • 11/2024 → 08/2025
    Future You Wealth
    New York, NY
  • 11/2024 → 08/2025
    Future You Wealth Llc
    New York, NY
  • 08/2025 → Present
    Nerdwallet Wealth Partners Llc
    New York, NY
Previous Registrations
  • 2024-11-18 → 2025-07-31
    Future You Wealth
    New York, NY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-08-21
  • S63 Uniform Securities Agent State Law Examination
    2015-08-21
Designations
Other Names
  • Will Toczylowski

View on SEC IAPD

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Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

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