Mary Ellen Williams
Investment adviser representative at Lieblong & Associates, Inc.
24 yearsExperience
1 stateRegistered in
$197.9MFirm assets
12 yearsFirm in business
Are you Mary Ellen Williams? Claim your profile
Contact this firm
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
- Pension consulting
Experience
24 years in the industry.
- Lieblong & Associates, Inc.Jan 2002 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (AR).
Lieblong & Associates, Inc.
$197.9MAssets managed
126Clients
1Advisers
12 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
- 4529272
- Firm CRD
- 42578