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William Brian Leonard

Vanderbilt Securities, LLC

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About William Brian Leonard

William Brian Leonard has been in the securities industry since August 22, 1993. William is currently registered with Vanderbilt Securities, LLC and has been registered with this firm since January 2, 2009. Prior to that, William was registered with PRIME CAPITAL SERVICES, INC. from August 23, 1993 until January 12, 2009. William holds the Series 6, Series 63 and SIE securities licenses.

Firm Information

William Leonard is currently registered with Vanderbilt Securities, LLC. Vanderbilt Securities, LLC is a Limited Liability Company that was formed on December 5, 2001. The firm is registered in 51 states and the SEC and is approved to operate in all of them.

Not reported

Assets Under Management

Not reported

Total Clients

52

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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William Leonard’s Registration & Firm History

NY

01/02/2009 - Present

Vanderbilt Securities, LLC (WOODBURY NY)

NY

08/23/1993 - 01/12/2009

PRIME CAPITAL SERVICES, INC. (RONKONKOMA NY)

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Licenses & Designations

BC

Issued 10/01/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/20/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Brian Leonard.
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