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William Tucker Green

Wpcg Advisory, LLC

New York, NY

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Current Employers
Wpcg Advisory, Llc

60 Charlton St Floor #12, New York, NY 10014 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-08-19
  • NY RA
    APPROVED
    Since 2025-08-19

Branch Locations

60 Charlton St Floor #12, New York, NY 10014 • 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
Wpcg Advisory, Llc New York NY 08/2025 Present
University Of Massachusetts Amherst Amherst MA 08/2019 06/2023
Wellesley Country Club Wellesley MA 08/2015 10/2023
Grata New York NY 10/2023 07/2025
Natick High School Natick MA 01/2015 08/2019
Wealth Partners Capital Group, Llc New York NY 07/2025 Present
  • 08/2025 → Present
    New York, NY
  • 08/2019 → 06/2023
    University Of Massachusetts Amherst
    Amherst, MA
  • 08/2015 → 10/2023
    Wellesley Country Club
    Wellesley, MA
  • 10/2023 → 07/2025
    Grata
    New York, NY
  • 01/2015 → 08/2019
    Natick High School
    Natick, MA
  • 07/2025 → Present
    Wealth Partners Capital Group, Llc
    New York, NY
Other Businesses

Wealth Partners Capital Group, LLC; not investment-related; 180 Varick St, Suite 1128, New York, NY 10014; M&A; Associate; started 07/2025; approximately 120 hours per month, all during securities trading hours; M&A outreach.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-08
  • S65 Uniform Investment Adviser Law Examination
    2025-08-08

View on SEC IAPD

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