William A. Leibundgut
Professional summary
William Albert Leibundgut, who also goes by Billy Leibundgut, is a registered financial advisor currently at ATLANTIC FINANCIAL located in Durham, New Hampshire.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. William has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William Albert Leibundgut's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 25, 2025 - Present
ATLANTIC FINANCIAL
June 21, 2024 - January 21, 2025
FORIS CAPITAL US LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/25/2025)
Exams
Series 7TO
Date: 6/21/2024
General Securities Representative ExaminationCurrent Firm
ATLANTIC FINANCIAL
CRD#: 159167 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 3 |
| AUM (Assets Under Management) | $ 621,580 |
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.
