William Cullen Rogers
Investment Adviser Representative at Qapital Invest, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
William Cullen Rogers is an investment adviser representative with Qapital Invest, LLC in New York, NY, where they have been registered since 2019. They have worked in the securities industry since 2014 and have been registered with 4 firms, including Wedbush Securities Inc. and Venturi Private Wealth. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Texas.
Registrations & licenses
- Investment adviser:
- Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Ascendant Advisors, LLCSep 2010 – Jan 2021Houston, TX
- Qapital Invest, LLCJun 2017 – no end date reportedNew York, NY
- Venturi Private WealthFeb 2021 – Aug 2021Austin, TX
- Wedbush SecuritiesApr 2025 – no end date reportedLos Angeles, CA
Official records & sources
Data as of June 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Qapital Invest, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Automated savings with goal-setting, ready-made investment plans, payday budgeting, shared finances via Dream Team, and overall personal financial management in one app
Client types the firm serves
Firm assets under management
Under $100M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 1
- Offices listed on AdvisorFinder:
- 1
- Main office:
- New York, NY
- SEC file number:
- 801-112184
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 30, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. William Cullen Rogers has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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