William N Medley
Investment adviser representative at Fithian LLC
12 yearsExperience
2 statesRegistered in
CFADesignation
$136.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Fithian LLCMar 2022 to now
- Mbsc Securities CoporationSep 2015 to Mar 2022
- BNY MellonFeb 2014 to Mar 2022
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (NH, NY).
Fithian LLC
$136.2MAssets managed
74Clients
1Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4476137
- Firm CRD
- 287509