Leonard Williamson has been Managing Member of Apex Wealth Advisors since August 2021, is a control person of the firm and directly owns between 25% and 50% of it. Leonard Williamson studied at Loyola Marymount University.
Apex Wealth Advisors LLC is a firm with $122M under management, 223 clients and 3 advisers across 2 offices, as of its June 2026 filing.
Leonard Williamson is Managing Partner of Apex Wealth Advisors. He specializes in helping investors access alternative investments. Earlier he worked on the distribution team at Realty Capital Securities, was recruited by Cantor Fitzgerald to help launch its alternative investment platform, and then headed the sales team at Simplicity Financial Group.
Leonard Williamson’s longest registration is the current one, 4 years at Apex Wealth Advisors since 2021. Before joining Apex Wealth Advisors in 2021, Leonard Williamson was registered through Emerson Equity LLC and Simplicity Wealth.
- Apex Wealth Advisors LLCCurrent– present · 4 yearsAnthem, AZ · Adviser representative · Firm CRD 316564
- Emerson Equity LLC– · under a yearNew River, AZ · Adviser representative · Firm CRD 130032
- Simplicity Wealth– · 1 yearScottsdale, AZ · Adviser representative · Firm CRD 300572
Investment adviser representative registrations
Leonard Williamson is registered as an investment adviser representative in 2 states. The first approvals date from November 2021; the most recent is California, in October 2022.
- ArizonaSince 8 November 2021
- CaliforniaSince 7 October 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 20 November 2018 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 1 June 2015 |
| Series 7 | General Securities Representative Examination | 15 May 2015 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Leonard Aaron Williamson
- CRD
- 6482442
- Firm
- Apex Wealth Advisors · CRD 316564
- Role
- Managing Member
- Office
- Anthem, AZ
- Registration
- Investment adviser and broker registrations
- In the industry since
- October 2015
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- apexwealthadvisors.com
Where does Leonard Williamson work?
Leonard Williamson has been Managing Member of Apex Wealth Advisors LLC since August 2021, and is a control person of the firm.
Is Leonard Williamson a financial advisor?
Yes. Leonard Williamson has a current investment-adviser registration in Arizona and California, through Apex Wealth Advisors since November 2021.
How many years of experience does Leonard Williamson have?
Leonard Williamson has 11 years in the financial industry, since October 2015, across 3 adviser firms.
What exams has Leonard Williamson passed?
Leonard Williamson has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in May 2015. FINRA credited Leonard Williamson with the SIE, which began in October 2018.
Where did Leonard Williamson work before Apex Wealth Advisors?
Before Apex Wealth Advisors, Leonard Williamson was registered through Emerson Equity LLC, September 2020 to May 2021; Simplicity Wealth, May 2019 to September 2020.
Where is Leonard Williamson based?
Leonard Williamson’s registered office is in Anthem, AZ.
Is Leonard Williamson registered with FINRA?
Yes. Leonard Williamson has a current broker registration, under CRD 6482442.
Source: FINRA BrokerCheck
How can I verify Leonard Williamson’s record?
Search CRD 6482442 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Leonard Williamson’s full registration record.