William
Tamplin

Fairlead Strategies

CRD#7422806
Investment Advisor
in Stamford, CT

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About this Advisor

William Tamplin is a financial advisor operating out of Stamford, Connecticut with 2 years of industry experience. Tamplin is an employee of Fairlead Strategies. During their career, Tamplin has held roles at Fairlead Strategies, LLC, Full Time Student, Sona Pharmacies / Sona Benefits and Matrix Capital Markets Group, Inc. Tamplin has a Series 65 license, certifying them as an investment advisor representative, and can advise clients in California, Connecticut, Florida, Illinois, Nebraska, New York and Texas. Fairlead Strategies is an advisory business with a branch in Stamford, Connecticut. It handles $192 million in assets across its one accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. The firm offers a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, publication of newsletters, market timing services and educational seminars. Fees for financial management largely are based on the type of services provided. Fee types charged by Fairlead Strategies can consist of some blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 65

Years Registered*

2 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Publication of periodicals or newsletters, Market timing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Subscription Fees, Fixed Fees, Others

Office Location

Stamford, CT

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Fairlead Strategies Brokerage Details

Total Assets Under Management

$192,000,000

Total Number of Employees

4

Total Number of Accounts

1

Average Account Size

$192,000,000

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Publication of periodicals or newsletters
  • Market timing services
  • Educational seminars/workshops

William Tamplin Work History

William has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Fairlead Strategies, LLC

2020 - 2021 (1 year)

Full Time Student

2020 - 2020 (< 1 year)

Matrix Capital Markets Group, Inc

2019 - 2019 (< 1 year)

Sona Pharmacies / Sona Benefits

2019 - 2020 (1 year)

Full Time Student

2011 - 2019 (8 years)

Full Time Student

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of William Tamplin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fairlead Strategies

Kevin Abbott
Stamford, CT
William Tamplin
Stamford, CT
Katherine Stockton
Stamford, CT
Tracy Townshend
Stamford, CT

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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