William D Leathers
Investment adviser representative at Lido
14 yearsExperience
2 statesRegistered in
$42.5BFirm assets
11 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.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- LidoFeb 2026 to now
- Lido Advisors, LLCJan 2026 to now
- Alliance BernsteinJun 2022 to Dec 2025
- St. Germain InvestmentsJan 2022 to Jun 2022
- OnedigitalJun 2021 to Jan 2022
- Elon University Campus Recreation & WellnessJun 2018 to May 2021
- Chatham Beach & Tennis ClubJun 2012 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (CA, MA).
Lido
Legal name: Lido Advisors, LLC
$42.5BAssets managed
13,800Clients
312Advisers
11 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
- 7511416
- Firm CRD
- 269866