Best Investors Account Sign in
Inactive

William Lawrence Tamplin

Fairlead Strategies LLC

Greenwich, CT

Fairlead Asset Management LLC

Greenwich, CT

CRD 7422806

Claim This Profile
Employer firm

Fairlead Strategies LLC CRD 341167

89 advisory clients

Reported services (Item 5G)

  • Periodicals / newsletters
  • Market timing
  • Educational seminars
  • PORTFOLIO ANALYSIS AND RESEARCH CONSULTING

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

Current Employers
Fairlead Strategies Llc

4 Greenwich Office Park, Greenwich, CT 06831 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-07-30
FL RA APPROVED 2026-05-12
CA RA APPROVED 2026-04-20
IL RA APPROVED 2026-04-20
VA RA APPROVED 2026-04-20
CT RA APPROVED 2026-04-15
NY RA APPROVED 2026-04-15
TX RA APPROVED 2026-04-15
  • MA RA
    APPROVED
    Since 2026-07-30
  • FL RA
    APPROVED
    Since 2026-05-12
  • CA RA
    APPROVED
    Since 2026-04-20
  • IL RA
    APPROVED
    Since 2026-04-20
  • VA RA
    APPROVED
    Since 2026-04-20
  • CT RA
    APPROVED
    Since 2026-04-15
  • NY RA
    APPROVED
    Since 2026-04-15
  • TX RA
    APPROVED
    Since 2026-04-15

Branch Locations

4 Greenwich Office Park, Greenwich, CT 06831 • United States

Fairlead Asset Management Llc

4 Greenwich Office Park, Greenwich, CT 06831 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-04-20
FL RA APPROVED 2026-04-20
IL RA APPROVED 2026-04-20
NE RA APPROVED 2026-04-20
MA RA APPROVED 2023-08-01
NY RA APPROVED 2023-01-03
TX RA APPROVED 2023-01-03
CT RA APPROVED 2021-11-01
  • CA RA
    APPROVED
    Since 2026-04-20
  • FL RA
    APPROVED
    Since 2026-04-20
  • IL RA
    APPROVED
    Since 2026-04-20
  • NE RA
    APPROVED
    Since 2026-04-20
  • MA RA
    APPROVED
    Since 2023-08-01
  • NY RA
    APPROVED
    Since 2023-01-03
  • TX RA
    APPROVED
    Since 2023-01-03
  • CT RA
    APPROVED
    Since 2021-11-01

Branch Locations

4 Greenwich Office Park, Greenwich, CT 06831 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fairlead Strategies, Llc Greenwich CT 06/2021 Present
Full Time Student Richmond VA 08/2020 06/2021
Sona Pharmacies / Sona Benefits Asheville NC 06/2019 08/2019
Matrix Capital Markets Group, Inc Richmond VA 06/2020 08/2020
Full Time Student Richmond VA 08/2019 06/2020
Full Time Student Richmond VA 08/2011 06/2019
Fairlead Asset Management Greenwich CT 01/2026 Present
  • 06/2021 → Present
    Fairlead Strategies, Llc
    Greenwich, CT
  • 08/2020 → 06/2021
    Full Time Student
    Richmond, VA
  • 06/2019 → 08/2019
    Sona Pharmacies / Sona Benefits
    Asheville, NC
  • 06/2020 → 08/2020
    Matrix Capital Markets Group, Inc
    Richmond, VA
  • 08/2019 → 06/2020
    Full Time Student
    Richmond, VA
  • 08/2011 → 06/2019
    Full Time Student
    Richmond, VA
  • 01/2026 → Present
    Fairlead Asset Management
    Greenwich, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-10-30
  • S65 Uniform Investment Adviser Law Examination
    2021-10-30

View on SEC IAPD

More in Greenwich, CT

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor