William Steinberg has been an investment adviser representative at Kelman Lazarov since March 2004, and is not listed among the firm’s executive officers or direct owners.
Kelman Lazarov Inc is a Memphis, TN firm with $895M under management, 579 clients and 13 advisers in one office, as of its March 2026 filing.
- Kelman Lazarov IncCurrent– present · 22 yearsMemphis, TN · Adviser representative · Firm CRD 107727
Investment adviser representative registrations
William Steinberg is registered as an investment adviser representative in Tennessee, since March 2004.
- TennesseeSince 16 March 2004
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 7 August 1996 |
| Series 63 | Uniform Securities Agent State Law Examination | 4 November 1988 |
| Series 7 | General Securities Representative Examination | 15 October 1988 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- William Ira Steinberg
- CRD
- 1862513
- Firm
- Kelman Lazarov · CRD 107727
- Office
- 5100 POPLAR AVENUE, SUITE 2805, Memphis, TN 38137
- Registration
- Investment adviser registration
- In the industry since
- October 1988
- Disciplinary history
- Not yet shown here · SEC record
Where does William Steinberg work?
William Steinberg is an investment adviser representative registered through Kelman Lazarov Inc since March 2004, and is not listed among the firm’s executive officers or direct owners.
Is William Steinberg a financial advisor?
Yes. William Steinberg has a current investment-adviser registration in Tennessee, through Kelman Lazarov since March 2004.
How many years of experience does William Steinberg have?
William Steinberg has 38 years in the financial industry, since October 1988, across 1 adviser firm.
What exams has William Steinberg passed?
William Steinberg has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in October 1988. FINRA credited William Steinberg with the SIE, which began in October 2018.
Where is William Steinberg based?
William Steinberg’s registered office is in Memphis, TN.
Is William Steinberg registered with FINRA?
No. William Steinberg has no current broker registration.
How can I verify William Steinberg’s record?
Search CRD 1862513 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Steinberg’s full registration record.
Keith SchmittPresident/Director of Financial Planning- Michael MunekataChief Compliance Officer
Andrew BuzanTreasurer/Chief Investment Officer
April LowerySenior Financial Advisor
Patrick O'HearnSecretary/Senior Financial Advisor
Christopher PurcellSenior Financial
Martin KelmanChairman- Ronald LazarovFounding Partner
Jacob SamuelsSenior Portfolio Manager