William Joseph O'Kane III
Investment Adviser Representative at Alliancebernstein L.P.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
William Joseph O'Kane is an investment adviser representative in New York, NY, currently registered with Sanford C. Bernstein & Co., LLC and Alliancebernstein L.P. They have worked in the securities industry since 2021 and were previously registered with Vanguard Marketing Corporation. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in New York and Texas.
Office
Advisors at this office: 16
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- New York, Texas
- Broker:
53 states and territories
Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, Wyoming
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.
- The Vanguard Group, Inc.Jun 2021 – Dec 2021Malvern, PA
- Fairfield University RecreationSep 2019 – May 2021Fairfield, CT
- Sensational Hosts CateringJun 2018 – May 2019Maple Shade, NJ
- Cherry Hill East Boy's BasketballMay 2018 – Jul 2018Cherry Hill, NJ
- Cutco CorporationMay 2017 – Jul 2017Marlton, NJ
- Hill ArchiveJun 2017 – Aug 2017Berlin, NJ
- UnemployedMay 2019 – Aug 2019Cherry Hill, NJ
- Cherry Hill East High SchoolSep 2014 – Jun 2017Cherry Hill, NJ
- UnemployedSep 2017 – May 2018Cherry Hill, NJ
- Fairfield UniversitySep 2017 – May 2018Fairfield, CT
- St. Joseph's UniversityAug 2018 – May 2019Philadelphia, PA
- Fairfield UniversitySep 2019 – May 2021Fairfield, CT
- Sanford C. Bernstein & Co., LLCDec 2021 – no end date reportedNew York, NY
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Alliancebernstein L.P.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Fixed fee
- Performance-based fees
- Subscription 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
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 523
- Offices listed on AdvisorFinder:
- 27
- Main office:
- Nashville, TN
- SEC file number:
- 801-56720
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 7, 2026
View full firm profileOther advisors at Alliancebernstein L.P.
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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 Joseph O'Kane III 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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