William Lief Collins

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2010 → 09/2023
  Morgan Stanley Smith Barney
  Birmingham, MI
• 01/2015 → 09/2023
  Morgan Stanley Private Bank, National Association
  New York, NY
• 11/2023 → 07/2025
  Cetera Wealth Services, Llc
  El Segundo, CA
• 11/2023 → 07/2025
  Cetera Investment Advisors Llc
  Schaumburg, IL
• 09/2023 → 11/2023
  Unemployed
  Troy, MI
• 07/2025 → Present
  Lpl Financial Llc
  Birmingham, MI

Previous Registrations

• 2023-11-17 → 2025-08-08
  Cetera Investment Advisers Llc
  Farmington Hills, MI
• 2010-06-24 → 2023-09-21
  Morgan Stanley
  Birmingham, MI

Other Businesses

1-07/2025 / CODA Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Rltd / at bus loc / 30 hrs mnth / 3 hrs during trading / start

Exams

• S66 Uniform Combined State Law Examination
  2010-05-28
• S63 Uniform Securities Agent State Law Examination
  1996-09-20

Other Names

• William Lief Collinscollins
• Bill Collins
• William Collins