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CW

Charles G. Williams

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CRD#: 1014454
CW

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Charles Garrett Williams, who also goes by C Garrett Williams, Gary Williams, was a registered financial professional .

Charles is a previously registered financial professional and started their career in finance in 1981. Charles had worked at 5 firms and has passed the Series 63, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


C Garrett Williams | Gary Williams

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

October 23, 2007 - December 31, 2013

D.G. CAPITAL MANAGEMENT

RIA
CRD#: 119283
BOSTON, MA
Past

March 31, 2003 - March 11, 2004

CITCO MUTUAL FUND DISTRIBUTORS, INC.

BD
CRD#: 41920
MALVERN, PA
Past

June 30, 1997 - August 28, 2001

FIDELITY DISTRIBUTORS COMPANY LLC

BD
CRD#: 17507
SMITHFIELD, RI
Past

December 14, 1988 - December 31, 1996

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA
Past

November 15, 1981 - December 31, 1996

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 2/9/1989
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


DC
D.G. CAPITAL MANAGEMENT
D.G. CAPITAL MANAGEMENT | WOODROW GENERAL PARTNER LLC (GENERAL PARTNER OF WOODROW PARTNERS FUND, L.P.) | D.G. CAPITAL MANAGEMENT, INC. | D.G. CAPITAL MANAGEMENT TRUST

CRD#: 119283 / SEC#: 801-61576

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Contact information


Main Address
Wayland, MA
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

DG CAPITAL MANAGEMENT TRUST BROCHURE (3/30/2016)

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


D.G. CAPITAL MANAGEMENT

CRD#: 119283

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