William Shriver has been an investment adviser representative at Gilpin Wealth Management since September 2023, and is not listed among the firm’s executive officers or direct owners. William Shriver holds a B.S. in Engineering from U.S. Military Academy, an M.S. in Engineering from Stanford University and an M.B.A. in Finance from the University of Colorado.
Gilpin Wealth Management LLC is a Golden, CO firm with $227M under management, 191 clients and 4 advisers across 3 offices, as of its March 2026 filing.
Bill Shriver is Senior Advisor of Gilpin Wealth Management. He has nearly 25 years in the financial services industry, with security analysis and portfolio management experience. Shriver was Founder, President and Chief Investment Officer of Shriver Investments and Co-founder and Managing Partner of Pine Cone Capital, and has been a financial advisor with American Express and New England Financial.
William Shriver’s longest registration was 15 years at Shriver Investments (2008–2024). Before joining Gilpin Wealth Management in 2023, William Shriver was registered through Shriver Investments and Pine Cone Capital.
- Gilpin Wealth Management LLCCurrent– present · 3 yearsParker, CO · Adviser representative · Firm CRD 311336
- Shriver Investments– · 15 yearsParker, CO · Adviser representative · Firm CRD 147658
- Pine Cone Capital– · 4 yearsParker, CO · Adviser representative · Firm CRD 129387
Professional designations
Listed by Gilpin Wealth Management
- CFA
- CFP®
Investment adviser representative registrations
William Shriver is registered as an investment adviser representative in Colorado, since September 2023.
- ColoradoSince 6 September 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 15 May 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 22 February 1999 |
| Series 7 | General Securities Representative Examination | 30 January 1999 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- William Howard Shriver
- CRD
- 3176403
- Firm
- Gilpin Wealth Management · CRD 311336
- Office
- Parker, CO
- Registration
- Investment adviser registration
- In the industry since
- January 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- gilpinwealth.com
Where does William Shriver work?
William Shriver is an investment adviser representative registered through Gilpin Wealth Management LLC since September 2023, and is not listed among the firm’s executive officers or direct owners.
Is William Shriver a financial advisor?
Yes. William Shriver has a current investment-adviser registration in Colorado, through Gilpin Wealth Management since September 2023.
How many years of experience does William Shriver have?
William Shriver has 22 years in the financial industry, since January 2004, across 3 adviser firms.
What exams has William Shriver passed?
William Shriver has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in January 1999.
Where did William Shriver work before Gilpin Wealth Management?
Before Gilpin Wealth Management, William Shriver was registered through Pine Cone Capital, January 2004 to December 2008.
Where is William Shriver based?
William Shriver’s registered office is in Parker, CO.
Is William Shriver registered with FINRA?
No. William Shriver has no current broker registration.
Is William Shriver a CFP?
Gilpin Wealth Management lists William Shriver with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Is William Shriver a CFA charterholder?
Gilpin Wealth Management lists William Shriver with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.
How can I verify William Shriver’s record?
Search CRD 3176403 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Shriver’s full registration record.