William Christopher Mcnamara

Employer firm

Salvus Wealth Management, LLC CRD 171986

$316M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/1999 → 01/2017
  C & G Financial, Llc
  Toms River, NJ
• 10/1987 → 12/2016
  Cowan, Gunteski & Co.
  Toms River, NJ
• 08/2014 → 10/2016
  Salvus Wealth Management, Llc
  Toms River, NJ
• 05/2018 → Present
  Salvus Wealth Management, Llc
  Shrewsbury, NJ
• 12/2016 → 05/2018
  The Curchin Group, Llc
  Red Bank, NJ
• 05/2018 → 08/2024
  Woolston Consulting Group
  Red Bank, NJ
• 08/2024 → Present
  Woolston Jensen And Mcnamara
  Shrewsbury, NJ

Previous Registrations

• 2008-05-01 → 2017-09-25
  C & G Financial, Llc
  Tinton Falls, NJ
• 2014-09-17 → 2016-10-25
  Salvus Wealth Management, Llc
  Toms River, NJ
  Red Bank, NJ

Other Businesses

Since August 2024, I have been a Partner at Woolston, Jensen & McNamara, a non investment related, accounting firm, located at 1040 Broad Street, Suite 203 Shrewsbury, NJ 07702. Duties include tax preparation and planning. approximately 160 hours per month are devoted to this entity; all of the time during security trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-04-29