William McKenna has been an investment adviser representative at Gordian Wealth Advisors since September 2025, and is not listed among the firm’s executive officers or direct owners.
Gordian Wealth Advisors, LLC is a Mill Valley, CA firm with $489M under management, 114 clients and 5 advisers across 2 offices, as of its March 2026 filing.
- Gordian Wealth Advisors, LLCCurrent– present · 1 yearRichardson, TX · Adviser representative · Firm CRD 281775
Investment adviser representative registrations
William McKenna is registered as an investment adviser representative in Texas, since September 2025.
- TexasSince 18 September 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 12 September 2025 |
| Series 55 | Limited Representative-Equity Trader Exam | 29 December 2009 |
| Series 24 | General Securities Principal Examination | 27 April 2006 |
| Series 63 | Uniform Securities Agent State Law Examination | 14 November 1996 |
| Series 7 | General Securities Representative Examination | 7 November 1996 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Limited Representative-Equity Trader Exam
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- William Edward McKenna
- CRD
- 2815601
- Firm
- Gordian Wealth Advisors · CRD 281775
- Office
- Richardson, TX
- Registration
- Investment adviser registration
- In the industry since
- September 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does William McKenna work?
William McKenna is an investment adviser representative registered through Gordian Wealth Advisors, LLC since September 2025, and is not listed among the firm’s executive officers or direct owners.
Is William McKenna a financial advisor?
Yes. William McKenna has a current investment-adviser registration in Texas, through Gordian Wealth Advisors since September 2025.
How many years of experience does William McKenna have?
William McKenna has 1 year in the financial industry, since September 2025, across 1 adviser firm.
What exams has William McKenna passed?
William McKenna has passed 5 licensing exams: the Series 7, Series 63, Series 24, Series 55 and Series 65. The earliest, the Series 7, was passed in November 1996.
Where is William McKenna based?
William McKenna’s registered office is in Richardson, TX.
Is William McKenna registered with FINRA?
No. William McKenna has no current broker registration.
How can I verify William McKenna’s record?
Search CRD 2815601 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William McKenna’s full registration record.