Thomas L. Williamson

MADISON INVESTMENT ADVISORS

Columbus, OH

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CRD#: 4916536

Professional summary

Thomas Levi Williamson, who also goes by Levi Williamson, Thomas L Williamson, is a registered financial advisor currently at MADISON INVESTMENT ADVISORS, LLC located in Columbus, Ohio and MFD DISTRIBUTOR, LLC located in Madison, Wisconsin.

Thomas is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Thomas has worked at 16 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Levi Williamson | Thomas L Williamson

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.

1) The registered representative is employed by member's parent firm, Madison Investment Holdings, Inc., 550 Science Drive, Madison, WI 53711 and provides services to its affiliated investment adviser firms, including Madison Investment Advisors, LLC and Madison Asset Management, LLC. See item 12 for information regarding start date and position held. Hours vary but will be during trading hours. 2) Oldstone Crossing HOA; non-investment related; housing association; Worthington, OH; president of HOA; oversee neighborhood HOA; 09/2022; 5 hrs/mo.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Levi Williamson'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

April 30, 2025 - Present

MADISON INVESTMENT ADVISORS, LLC

RIA

CRD#: 110297

Columbus, OH

Current

April 4, 2025 - Present

MFD DISTRIBUTOR, LLC

Office #1: 550 Science Drive, Madison, WI 53711

CRD#: 44930

MADISON, WI

Past

June 29, 2023 - September 5, 2024

CORE FINANCIAL, LLC

CRD#: 151044

COLUMBUS, OH

Past

March 22, 2023 - June 14, 2023

QUASAR DISTRIBUTORS, LLC

CRD#: 103848

PORTLAND, ME

Past

April 21, 2021 - February 4, 2022

BMO ASSET MANAGEMENT CORP.

RIA

CRD#: 106466

COLUMBUS, OH

Past

January 2, 2020 - December 3, 2021

FORESIDE FINANCIAL SERVICES, LLC

CRD#: 148477

Chicago, IL

Past

April 10, 2019 - December 31, 2019

BMO INVESTMENT DISTRIBUTORS, LLC

CRD#: 146711

CHICAGO, IL

Past

December 5, 2017 - March 11, 2019

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

CRD#: 102920

COLUMBUS, OH

Past

January 9, 2017 - December 19, 2017

PZENA FINANCIAL SERVICES, LLC

CRD#: 169807

NEW YORK, NY

Past

December 28, 2015 - January 18, 2017

FORESIDE FUND SERVICES, LLC

CRD#: 46106

PORTLAND, ME

Past

April 8, 2014 - March 1, 2017

MILLER HOWARD INVESTMENTS INC

RIA

CRD#: 105800

KINGSTON, NY

Past

March 21, 2014 - December 31, 2015

TANGENT CAPITAL PARTNERS, LLC

CRD#: 146999

SHORT HILLS, NJ

Past

September 1, 2011 - January 27, 2014

NUVEEN ASSET MANAGEMENT, LLC

RIA

CRD#: 155584

CHICAGO, IL

Past

June 27, 2007 - September 1, 2011

NUVEEN FUND ADVISORS, LLC

RIA

CRD#: 104626

CHICAGO, IL

Past

February 8, 2007 - January 27, 2014

NUVEEN SECURITIES, LLC

CRD#: 469

CHICAGO, IL

Past

November 6, 2006 - January 4, 2007

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

COLUMBUS, OH

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".

MADISON INVESTMENT ADVISORS, LLC

MADISON INVESTMENT ADVISORS, LLC | MOSAIC FUNDS | MADISON SCOTTSDALE | MADISON MOSAIC LLC | MADISON MOSAIC FUNDS

CRD#: 110297 / SEC#: 801-52751

RIA

Registered Investment Advisory firm - (8/29/1996 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.

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

Ohio
(4/7/2025)

IAR

Ohio
(4/30/2025)

Wisconsin
(4/4/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/29/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 6/23/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/3/2006

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

MADISON INVESTMENT ADVISORS, LLC

MADISON INVESTMENT ADVISORS, LLC | MOSAIC FUNDS | MADISON SCOTTSDALE | MADISON MOSAIC LLC | MADISON MOSAIC FUNDS

CRD#: 110297 / SEC#: 801-52751

RIA

Registered Investment Advisory firm - (8/29/1996 Approved)

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Contact information

Main Address

550 Science Drive, Madison, WI 53711

Mailing Address

Phone number

(608) 274-0300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MIA MAS DISCLOSURE BROCHURE WITH SMC (3/28/2025)

MIA GENERAL DISCLOSURE BROCHURE WITH SMC (3/28/2025)

Regulatory assets under management

Total Number of Accounts	15,949
AUM (Assets Under Management)	$ 13,346,155,459

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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Thomas L. Williamson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Levi Williamson's CRS (Customer Relationship Summary).

Certified licenses

Experience

MFD DISTRIBUTOR, LLC

CORE FINANCIAL, LLC

QUASAR DISTRIBUTORS, LLC

BMO ASSET MANAGEMENT CORP.

FORESIDE FINANCIAL SERVICES, LLC

BMO INVESTMENT DISTRIBUTORS, LLC

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

PZENA FINANCIAL SERVICES, LLC

FORESIDE FUND SERVICES, LLC

MILLER HOWARD INVESTMENTS INC

TANGENT CAPITAL PARTNERS, LLC

NUVEEN ASSET MANAGEMENT, LLC

NUVEEN FUND ADVISORS, LLC

NUVEEN SECURITIES, LLC

CITIGROUP GLOBAL MARKETS INC.

Primary Firm SEC Registration

MADISON INVESTMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/29/2025

Series 66

Date: 6/23/2007

SIE

Date: 10/1/2018

Series 7

Date: 11/3/2006

FINRA

Current Firm

MADISON INVESTMENT ADVISORS, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MADISON INVESTMENT ADVISORS, LLC

TRUST BUT VERIFY

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