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William J Eckrich

Investment Adviser Representative at Sapient Capital LLC

New York, NYCRD #7390600Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
3 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

William J. Eckrich is an investment adviser representative with Sapient Capital LLC in New York, NY, where they have been registered since 2025. They have worked in the securities industry since 2023 and were previously registered with BOFA Securities, Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 79 (investment banking). They are registered to provide investment advice in New York.

Office

650 5th Ave, 2200
New York, NY 10019

Advisors at this office: 5

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
New York

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 10/6/2025
Series 63
Uniform Securities Agent State Law Examination
Passed 8/26/2022
Series 79
Investment Banking Registered Representative Examination
Passed 8/22/2022
SIE
Securities Industry Essentials Examination
Passed 6/1/2022

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Sapient Capital LLCCurrent
10/6/2025 – New York, NY
BOFA Securities, Inc.
8/22/2022 – 4/7/2025New York, NY

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. BOFA Securities, Inc.
    Jun 2021 – Apr 2025New York, NY
  2. Giant Eagle
    Jun 2018 – Dec 2023Carmel, IN
  3. Brebeuf Jesuit Highschool School
    Aug 2014 – May 2018Indianapolis, IN
  4. Indiana University
    Aug 2018 – May 2022Bloomington, IN
  5. Sapient Capital LLC
    Apr 2025 – no end date reportedNew York, NY
  6. Plan Forward
    May 2019 – Aug 2019Indianapolis, IN

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Sapient Capital LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
  • Performance-based fees
Estimated blended rate
0.015

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

Financial PlanningPortfolio Management for Individuals and Small BusinessesSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthCharitable OrganizationsCorporations

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
36
Offices listed on AdvisorFinder:
1
Main office:
Indianapolis, IN
SEC file number:
801-127298

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 31, 2026

View full firm profile

Other advisors at Sapient Capital LLC

Showing 12 of 36 in the directory

View Sapient Capital LLC firm profile

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About this profile

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 J Eckrich 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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