WILLIAM NICHOLAS STEINER is an investment adviser representative (IAR) with state registration records since 2013, appearing at 3 firms. Currently registered with ICONIQ CAPITAL, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ICONIQ CAPITAL, LLC | 2026-01-01 | present | Yes |
| LENDINGCLUB ASSET MANAGEMENT, LLC | 2016-09-21 | 2017-04-14 | — |
| WIPFLI FINANCIAL ADVISORS, LLC | 2013-03-21 | 2016-09-21 | — |