Investment adviser representative · Kelman Lazarov Inc.
William I. Steinberg
CRD 1862513 · Memphis, TN
At a glance
William I. Steinberg is an investment adviser representative with Kelman Lazarov Inc. in Memphis, TN, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on William’s SEC record dates to 2004, about 22 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Kelman Lazarov Inc.Since March 2004Memphis, TN · $895M in regulatory assets
SEC adviser record
- Registered since
- 2004 (22 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
William’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.