Walker Thomas Williams

Employer firm

Lido CRD 269866

$42.5B regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 07/2011 → 03/2022
  Alliancebernstein Investments, Inc.
  Denver, CO
• 03/2022 → Present
  Lido Advisors, Llc
  Broomfield, CO

Previous Registrations

• 2018-08-10 → 2022-03-07
  Alliancebernstein L.P.
  Denver, CO

Other Businesses

US Ski & Snowboard Team-- not investment related, since Oct 2023, Boulder, CO, Junior Board Member (Ambassador) to attend meetings to work on initiatives to support the team, 6-10 hr/ month during work hours and 6-10hr/month out of work hours

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-08-10
• S63 Uniform Securities Agent State Law Examination
  2004-07-21

Other Names

• Walker Williams
• Walker Thomas Williams
• Walker Williams