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Stephen Todd Leveridge

Investment adviser representative at Lockton Investment Advisors, LLC
22 yearsExperience
1 stateRegistered in
$0Firm assets
19 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Other

Experience

22 years in the industry.

  1. Lockton Investment Advisors, LLCApr 2023 to now
  2. Lockton Financial Advisors, LLCJul 2008 to now
  3. Lockton Companies, LLCFeb 2004 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law2006

State registrations

Registered as an investment adviser representative in 1 state (TX).

Lockton Investment Advisors, LLC

$0Assets managed
0Clients
22Advisers
19 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
5077528
Firm CRD
144133
Advisor's SEC record (opens in a new tab)
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