William Parker Tuck

Employer firm

Independent Financial Partners CRD 125112

$16.3B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• NON-DISCRETIONARY INVESTMENT ADVICE

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

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

Current Employers

Employment History

• 10/2022 → 01/2023
  Unemployed
  Greenwich, CT
• 06/2022 → 10/2022
  Burning Tree Country Club
  Greenwich, CT
• 06/2021 → 10/2021
  Burning Tree Country Club
  Greenwich, CT
• 11/2021 → 05/2022
  Unemployed
  Greenwich, CT
• 05/2019 → 08/2019
  Patio.cOm
  Greenwich, CT
• 06/2019 → 08/2019
  Maverick Management
  Greenwich, CT
• 06/2018 → 08/2018
  Pelham Country Club
  Pelham, NY
• 08/2017 → 05/2021
  Ithaca College
  Ithaca, NY
• 02/2023 → 03/2023
  Equitable Advisors, Llc
  New York, NY
• 06/2017 → 08/2017
  Flint Park Day Camp
  Larchmont, NY
• 08/2013 → 06/2017
  Mamaroneck High School
  Marmaroneck, NY
• 03/2023 → 06/2023
  American Portfolios Financial Services Inc
  Holbrook, NY
• 07/2023 → 09/2025
  Equitable Advisors, Llc
  New York, NY
• 09/2025 → Present
  Ifp Securities, Llc
  Tampa, FL
• 09/2025 → Present
  Independent Financial Partners
  Tampa, FL

Previous Registrations

• 2023-08-18 → 2025-09-08
  Equitable Advisors, Llc
  Stamford, CT

Other Businesses

(1) First Rise Investments - investment related - 60 Long Ridge Road suite 210 Stamford CT 06902 - DBA - start date Sep 16, 2025 - DBA only

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-08-17
• S63 Uniform Securities Agent State Law Examination
  2023-03-25

Other Names

• William P Tuck
• William Parker Tuck