William Matt Lehner
CIMA®Professional Summary
William Matt Lehner, CIMA®, who also goes by William M Lehner, William Lehner, William Matthew Lehner, is a registered financial advisor currently at FEF DISTRIBUTORS, LLC located in Columbus, Ohio. William is registered as a RR (Registered Representative) and started their career in finance in 2009. William has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
William M Lehner, William Lehner, William Matthew Lehner
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
17 years in the financial services industry
Current & Past Employments
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Current Firm
ASB SECURITIES, INC. | FEF DISTRIBUTORS, LLC | ASB SECURITIES, LLC
Contact Information
Main Address
1345 Avenue Of The Americas, New York, NY 10105-4800Mailing Address
1345 Avenue Of The Americas, New York, NY 10105-4800Phone Number
(212) 698-3300Established
Delaware since 01/27/2003Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
MediumFINRA licenses (52 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | MANAGING MEMBER | 108260 |
| BRUNO, ROBERT | MANAGER | 2102844 |
| CONSTANTINO, MICHAEL | MANAGER | 2932606 |
| DILLON, ERIN KAY | CHIEF COMPLIANCE OFFICER | 6173659 |
| FONG, CHUN WAI | CHIEF FINANCIAL OFFICER AND FINOP | 4944446 |
| OCONNOR, DAVID | GENERAL COUNSEL AND MANAGER | 5077118 |
| RICCIO, FRANK JOSEPH | PRESIDENT AND MANAGER | 4271374 |
Disclosures
Regulatory Event
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view William Matt Lehner's CRS (Customer Relationship Summary).
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