LM
Leonard W. Marryott
WILLIAM BLAIR
POWELL, OH 43065
CRD#: 2191533
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LM
Leonard Whitson MarryottWILLIAM BLAIR
Professional summary
Leonard Whitson Marryott, who also goes by Len Marryott, Leonard W Marryott, is a registered financial advisor currently at WILLIAM BLAIR located in Powell, Ohio.
Leonard is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Leonard has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Len Marryott | Leonard W Marryott
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Leonard Whitson Marryott's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Leonard Whitson Marryott's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 22, 2026 - Present
WILLIAM BLAIR
Office #1: 50 E Olentangy St, Powell, OH 43065RIA
BD
CRD#: 1252
POWELL, OH
Current
May 22, 2026 - Present
WILLIAM BLAIR
Office #1: 50 E Olentangy St, Powell, OH 43065RIA
BD
CRD#: 1252
POWELL, OH
Past
September 28, 2009 - June 9, 2026
STIFEL, NICOLAUS & COMPANY, INCORPORATED
RIA
CRD#: 793
DUBLIN, OH
Past
September 17, 2009 - June 9, 2026
STIFEL, NICOLAUS & COMPANY, INCORPORATED
BD
CRD#: 793
DUBLIN, OH
Past
June 1, 2009 - October 8, 2009
MORGAN STANLEY
RIA
CRD#: 149777
DUBLIN, OH
Past
June 1, 2009 - October 8, 2009
MORGAN STANLEY
BD
CRD#: 149777
DUBLIN, OH
Past
February 21, 2006 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
DUBLIN, OH
Past
February 21, 2006 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
DUBLIN, OH
Past
August 4, 2003 - February 21, 2006
LEGG MASON WOOD WALKER, INCORPORATED
RIA
CRD#: 6555
COLUMBUS, OH
Past
August 1, 2003 - February 21, 2006
LEGG MASON WOOD WALKER, INCORPORATED
BD
CRD#: 6555
BALTIMORE, MD
Past
August 16, 1999 - August 13, 2003
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
COLUMBUS, OH
Past
November 29, 1991 - August 13, 2003
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
WEEHAWKEN, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WILLIAM BLAIR
WILLIAM BLAIR | WILLIAM BLAIR & COMPANY L.L.C. | WILLIAM BLAIR & COMPANY
CRD#: 1252 / SEC#: 801-688, 8-2698
RIA
Registered Investment Advisory firm - SEC (12/24/1947 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(5/22/2026)
IAR
Arizona(6/4/2026)
RR
California(5/22/2026)
IAR
California(5/26/2026)
RR
Colorado(5/22/2026)
IAR
Colorado(5/26/2026)
IAR
Delaware(5/22/2026)
RR
Delaware(6/11/2026)
RR
Florida(5/22/2026)
IAR
Florida(5/29/2026)
RR
Georgia(5/22/2026)
IAR
Georgia(5/26/2026)
RR
Illinois(5/22/2026)
IAR
Illinois(6/10/2026)
RR
Indiana(5/22/2026)
IAR
Indiana(5/26/2026)
RR
Iowa(5/22/2026)
IAR
Iowa(5/25/2026)
RR
Maryland(5/22/2026)
IAR
Maryland(5/22/2026)
RR
Massachusetts(5/22/2026)
RR
Michigan(5/22/2026)
IAR
Michigan(5/27/2026)
RR
Missouri(5/22/2026)
IAR
Missouri(5/22/2026)
RR
New Jersey(5/22/2026)
IAR
New Jersey(5/26/2026)
IAR
New York(5/22/2026)
RR
New York(5/22/2026)
RR
Ohio(5/22/2026)
IAR
Ohio(5/22/2026)
RR
South Carolina(5/22/2026)
IAR
South Carolina(5/29/2026)
RR
Tennessee(5/22/2026)
RR
Texas(5/22/2026)
IAR
Texas(5/22/2026)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
NYSE Texas, Inc.
SRO Registrations
RR
Nasdaq Stock Market
SRO Registrations
RR
New York Stock Exchange
Current Firm
WILLIAM BLAIR
WILLIAM BLAIR | WILLIAM BLAIR & COMPANY L.L.C. | WILLIAM BLAIR & COMPANY
CRD#: 1252 / SEC#: 801-688, 8-2698
RIA
Registered Investment Advisory firm - SEC (12/24/1947 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information
Main Address
The William Blair Building 150 North Riverside, Chicago, IL 60606
Mailing Address
The William Blair Building 150 North Riverside, Chicago, IL 60606-1594
Phone number
(312) 236-1600
Established
Delaware since 10/30/1995
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
469
SEC notice filing (53 States and Territories)
FINRA licenses (53 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| WBC HOLDINGS, L.P. | HOLDING COMPANY | |
| CITARDI, CISSIE | EXECUTIVE COMMITTEE, GENERAL COUNSEL | 6642613 |
| DEVORE, RYAN JACOB | EXECUTIVE COMMITTEE | 3049671 |
| GLEDHILL, BRENT WALKER | PRESIDENT, CEO | 2921069 |
| KENDALL, ROBERT DANIEL | EXECUTIVE COMMITTEE | 2765873 |
| MCLAUGHLIN, SCOTT THOMAS | EXECUTIVE COMMITTEE | 2481285 |
| RASAVONGXAY, WILLSON B | CHIEF COMPLIANCE OFFICER | 6593731 |
| SATTERFIELD, BETH A | EXECUTIVE COMMITTEE | 6011858 |
| TOLE, STEVEN ROBERT | EXECUTIVE COMMITTEE | 5885283 |
| TRIMBERGER, MICHAEL WILLIAM | EXECUTIVE COMMITTEE, CFO | 5329834 |
| ZIMMER, MATTHEW MONTGOMERY | EXECUTIVE COMMITTEE | 4157826 |
Regulatory assets under management
| Total Number of Accounts | 37,973 |
| AUM (Assets Under Management) | $ 58,329,726,421 |
Disclosures
| Regulatory Event | 29 |
| Arbitration | 2 |
| Bond | 1 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
WILLIAM BLAIR
CRD#: 1252Powell, OH 43065TRUST BUT VERIFY
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