# WILLIAM LEONARD BERLIN

WILLIAM LEONARD BERLIN is an investment adviser representative (IAR) with state registration records since 2004, appearing at 6 firms. Currently registered with MAINSTAY CAPITAL MANAGEMENT, LLC.

## Registration history (8)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [MAINSTAY CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/109528) | 2026-03-03 | present | Yes |
| [TD AMERITRADE, INC.](https://search.stillhousedata.com/firm/7870) | 2014-03-11 | 2021-01-11 | — |
| [TD AMERITRADE INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/111514) | 2014-03-11 | 2020-12-31 | — |
| [GREYSTONE FINANCIAL GROUP, INC.](https://search.stillhousedata.com/firm/112683) | 2011-12-06 | 2014-03-26 | — |
| [J2 CAPITAL MANAGEMENT, INC.](https://search.stillhousedata.com/firm/152964) | 2010-10-19 | 2011-11-14 | — |
| [TD AMERITRADE INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/111514) | 2010-01-04 | 2010-08-31 | — |
| [TD AMERITRADE, INC.](https://search.stillhousedata.com/firm/7870) | 2006-04-12 | 2010-08-31 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2004-09-22 | 2005-06-28 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/3004601)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/3004601.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.