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WL

William L. Leddy

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CRD#: 2402647
WL

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

William Lees Leddy, who also goes by Willaim Lees Leddy, Leddy Lees William Lees, was a registered financial professional .

William is a previously registered financial professional and started their career in finance in 1993. William had worked at 10 firms and has passed the Series 63, SIE, Series 55, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Willaim Lees Leddy | Leddy Lees William Lees

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.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

March 30, 2011 - August 23, 2019

JEFFERIES LLC

BD
CRD#: 2347
NEW YORK, NY
Past

March 12, 2009 - January 20, 2011

HUDSON SECURITIES,INC.

BD
CRD#: 10467
NORWALK, CT
Past

June 17, 2004 - March 10, 2009

SCHONFELD SECURITIES, LLC

BD
CRD#: 23304
NORWALK, CT
Past

June 4, 2004 - October 21, 2004

TRINIX SECURITIES LLC

BD
CRD#: 103360
ENCINITAS, CA
Past

January 17, 2003 - June 7, 2004

BANC OF AMERICA SECURITIES LLC

BD
CRD#: 26091
NEW YORK, NY
Past

September 28, 1998 - January 27, 2003

VECTOR PARTNERS L.P.

BD
CRD#: 37500
NORWALK, CT
Past

February 20, 1996 - August 17, 1998

AXIOM CAPITAL MANAGEMENT, INC.

BD
CRD#: 26580
NEW YORK, NY
Past

December 10, 1994 - February 26, 1996

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
NEW YORK, NY
Past

February 15, 1994 - November 18, 1994

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613
NEW YORK, NY
Past

October 19, 1993 - January 1, 1994

CHATFIELD DEAN & CO., INC.

BD
CRD#: 14714
GREENWOOD VILLAGE, CO

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 10/22/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 1/11/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


JL
JEFFERIES LLC
JEFFERIES & COMPANY, INC. | JEFFERIES LLC

CRD#: 2347 / SEC#: , 8-15074

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
520 Madison Avenue, New York, NY 10022
Mailing Address
520 Madison Avenue 16th Floor, New York, NY 10022
Phone number
(212) 284-2300
Established
Delaware since 03/01/2013
Firm type
Limited Liability Company
Fiscal year end
November
Firm Size
Large
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
JEFFERIES FINANCIAL GROUP INCDIRECT OWNER
CAGNO, MARK LAWRENCEGLOBAL CONTROLLER, MANAGING DIRECTOR2510148
FISCELLA, MICHAEL EUGENEGLOBAL HEAD OF OPERATIONS, MANAGING DIRECTOR2490187
FORLENZA, PETER CHARLESGLOBAL HEAD OF EQUITIES, MANAGING DIRECTOR2366985
FRIEDMAN, BRIAN PAULDIRECTOR AND CHAIRMAN, EXECUTIVE COMMITTEE1298550
HANDLER, RICHARD BRIANCHAIRMAN, CHIEF EXECUTIVE OFFICER AND DIRECTOR1563245
LARSON, MATTHEW SCOTTEXECUTIVE VICE PRESIDENT AND CFO/ PRINCIPAL FINANCIAL OFFICER2605152
SCORAN, LAURI ACHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR2060170
SHARP, MICHAEL JAMESGENERAL COUNSEL, SECRETARY, EXECUTIVE VICE PRESIDENT1013864
STACCONI, JOHN FRANCOTREASURER1814227

Disclosures


Regulatory Event133
Arbitration4

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


JEFFERIES LLC

CRD#: 2347

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