1000 Main Street, Suite 1
Port Jefferson, NY 11777
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William Rugen

Private Wealth Advisor


Ph: 631.743.4001 x104
Cell: 631.943.0881

Email Address


William Rugen has managed his own Financial Services practice since 1987. He has dedicated his profession to helping individuals and business owners with financial guidance and knowledge in a variety of areas.

William also has managed his own Income Tax preparation service* for his clients for over 25 years. He is registered with the Internal Revenue Service and the New York State Department of Taxation and Finance as an Income Tax Preparer. He participates annually in the IRS Annual Filing Season Program (AFSP). William received his Bachelor of Arts in Economics from Queens College. He currently holds licenses for Life, Accident and Health Insurance and is FINRA licensed in NY, CA, FL, NC, NJ, NV, RI and TX. He is a Registered Representative of Lincoln Financial Advisors.

William is well known in the Financial Services Industry for his knowledge and expertise in educating individuals on various Financial concepts and how to apply them to any unique situation. His practice is geared toward providing individuals the information necessary to sound a proper financial portfolio, one that can provide protection, growth, preservation and above all service.

William was born in Brooklyn, NY but has been living now in Suffolk County for the past 33 years. William has three children, Billy, Michael and Matthew. Away from the business, he enjoys traveling, golfing and spending time with his family and friends.

*Income Tax Preparation is not offered through Lincoln Financial Advisors Corp.