William Leuby, financial advisor Columbus OH
96 score

William Leuby

CRD Number: 1180900
Current Firm: Hamilton Capital Management Inc.

William Leuby (CRD# 1180900) is an Investment Advisor Representative working at Hamilton Capital Management Inc. in Columbus, OH and has over 32 years of experience in the finance industry. William Leuby has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Hamilton Capital Management, Inc. Columbus, OH Mar 1997 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1984
Contact Info for William A. Leuby
Phone Number: 614-273-1000
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    1,545
    MILLIONS
  • Total Number of Accounts
    4,605
    ACCOUNTS
  • Average Account Value
    $335,545
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CT, FL, GA, IL, IN, KY, MA, MD, MI, NC, NE, NJ, NY, OH, PA, TN, TX, VA, WA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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