William E. Leitch

CASILIO LEITCH INVESTMENTS

Walnut Creek, CA 94596

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CRD#: 4742382

Professional summary

William Elton Leitch, who also goes by William Leitch, is a registered financial advisor currently at CASILIO LEITCH INVESTMENTS located in Walnut Creek, California.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. William has worked at 9 firms and has passed the Series 66, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

William Leitch

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) - RIA

Click below to view William Elton Leitch's CRS (Customer Relationship Summary).

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®

None

Experience

Current

November 13, 2014 - Present

CASILIO LEITCH INVESTMENTS

Office #1: 1990 N.california Blvd Suite 830, Walnut Creek, CA 94596

RIA

CRD#: 173152

Walnut Creek, CA

Past

September 2, 2011 - April 14, 2015

CONCERT WEALTH MANAGEMENT

RIA

CRD#: 141253

WALNUT CREEK, CA

Past

March 1, 2010 - September 27, 2011

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

SAN RAMON, CA

Past

July 7, 2008 - February 2, 2010

SECURITIES AMERICA, INC.

CRD#: 10205

SAN RAMON, CA

Past

February 20, 2008 - September 9, 2011

VALENTINE CAPITAL ASSET MANAGEMENT, INC.

RIA

CRD#: 140861

SAN RAMON, CA

Past

May 1, 2007 - February 21, 2008

GENEOS WEALTH MANAGEMENT, INC.

RIA

CRD#: 120894

SAN RAMON, CA

Past

May 1, 2007 - April 28, 2008

GENEOS WEALTH MANAGEMENT, INC.

CRD#: 120894

SAN RAMON, CA

Past

April 25, 2006 - March 12, 2007

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

SAN RAFAEL, CA

Past

January 17, 2006 - March 12, 2007

TD AMERITRADE, INC.

RIA

CRD#: 7870

OMAHA, NE

Past

January 17, 2006 - March 12, 2007

TD AMERITRADE, INC.

CRD#: 7870

OMAHA, NE

Past

March 29, 2004 - March 7, 2005

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

SAN FRANCISC, CA

Past

February 4, 2004 - March 7, 2005

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

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".

CASILIO LEITCH INVESTMENTS

CASILIO LEITCH INVESTMENTS | CASILIO LEITCH INVESTMENTS, LLC

CRD#: 173152 / SEC#: 801-110379

RIA

Registered Investment Advisory firm - (4/24/2017 Approved)

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.

Highlighted states indicate IAR registrations

IAR

California
(11/13/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/5/2004

Uniform Combined State Law Examination

General Industry/Product Exam

Series 31

Date: 10/27/2008

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 2/3/2004

General Securities Representative Examination

Current Firm

CASILIO LEITCH INVESTMENTS

CASILIO LEITCH INVESTMENTS | CASILIO LEITCH INVESTMENTS, LLC

CRD#: 173152 / SEC#: 801-110379

RIA

Registered Investment Advisory firm - (4/24/2017 Approved)

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Contact information

Main Address

1990 N.california Blvd Suite 830, Walnut Creek, CA 94596

Mailing Address

Phone number

(925) 448-2215

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CRS (3/27/2025)

ADV 2A (3/27/2025)

ADV 2B LAWRENCE CANTERA (3/27/2025)

ADV 2B COREY CASILIO (3/27/2025)

ADV 2B WILLIAM LEITCH (3/27/2025)

Regulatory assets under management

Total Number of Accounts	325
AUM (Assets Under Management)	$ 235,147,000

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.

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Firm Stability Insights

William E. Leitch

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Elton Leitch's CRS (Customer Relationship Summary).

Certified licenses

Experience

CONCERT WEALTH MANAGEMENT

PURSHE KAPLAN STERLING INVESTMENTS

SECURITIES AMERICA, INC.

VALENTINE CAPITAL ASSET MANAGEMENT, INC.

GENEOS WEALTH MANAGEMENT, INC.

GENEOS WEALTH MANAGEMENT, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

TD AMERITRADE, INC.

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

CASILIO LEITCH INVESTMENTS

State Registrations and Notice Filings

Exams

Series 66

Date: 3/5/2004

Series 31

Date: 10/27/2008

Series 7

Date: 2/3/2004

Current Firm

CASILIO LEITCH INVESTMENTS

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CASILIO LEITCH INVESTMENTS

TRUST BUT VERIFY

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