Role at Prime Buchholz
- Title on Schedule A
- President, Manager
- Control
- William McCarron is a control person of Prime Buchholz.
- Ownership
- The filed direct ownership band is 25% to 50%.
- Tenure
- William McCarron has held the filed role since January 1990.
The firm
Form ADV filed 11 September 2026
Career on record
William McCarron has been registered through Prime Buchholz since April 2011.
- Prime Buchholz LLCCurrent– present · 16 yearsPortsmouth, NH · Adviser representative · Firm CRD 106455
- – · 16 yearsPortsmouth, NH · Adviser representative · Firm CRD 106455
- Passed Series 63 · 1991
- Passed Series 6 · 1985
Registrations and exams
William McCarron has a current investment-adviser registration in Texas and has passed 2 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| Texas | Investment adviser representative | Approved, resident | 12 April 2011 |
- Scope
- Investment adviser representative
- Status
- Approved, resident
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 5 March 1991 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 12 December 1985 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
Individual record
- Full name
- William Francis McCarron
- CRD
- 1337325
- Registration status
- Investment adviser registration
- Office
- PEASE INTERNATIONAL TRADEPORT, 273 CORPORATE DRIVE, Portsmouth, NH 03801
- Firm bio
- primebuchholz.com
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Background
Prime Buchholz identifies William F. McCarron as president and managing principal and describes his client-advisory and investment-consulting work. Prime Buchholz official team biography
Education
- BS, Suffolk University School of Management.Prime Buchholz official team biography
Common questions
Where does William McCarron work?
William McCarron has been President, Manager of Prime Buchholz LLC since January 1990, and is a control person of the firm.
Is William McCarron a financial advisor?
Yes. William McCarron has a current investment-adviser registration in Texas, through Prime Buchholz since April 2011, as of 17 October 2026.
How many years of experience does William McCarron have?
William McCarron has worked in the financial industry for 31 years as of 17 October 2026, counted from 2 August 1995, across 1 adviser firm.
What exams has William McCarron passed?
William McCarron has passed 2 licensing exams: the Series 6 and Series 63. The earliest, the Series 6, was passed in December 1985.
Where is William McCarron based?
William McCarron’s registered office is in Portsmouth, NH.
Leadership at Prime Buchholz
- Gregory JohnsonVice President, Manager
- Jeffrey BrownChief Financial Officer
- Christopher ReganChief Operating Officer
- Brian VandelinderChief Compliance Officer
- Pamela HochstadtSenior Director - Research, Manager
- Timothy JarryTreasurer
- Ryan OquinnSenior Consultant, Manager
- Daniel RicciHead of Information Systems, Manager
- Gregory DesistoSenior Consultant