Milton W. Williams

CRAWFORD INVESTMENT COUNSEL

ATLANTA, GA 30339

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CRD#: 1493571

Professional summary

Milton Wells Williams III, who also goes by Milton Wells Williams, is a registered financial advisor currently at CRAWFORD INVESTMENT COUNSEL INC located in Atlanta, Georgia.

Milton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Milton has worked at 2 firms and has passed the Series 63, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Milton Wells 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) - RIA

Click below to view Milton Wells Williams III's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

April 9, 2003 - Present

CRAWFORD INVESTMENT COUNSEL INC

Office #1: 600 Galleria Parkway Suite 1650, Atlanta, GA 30339

RIA

CRD#: 110271

ATLANTA, GA

Past

May 22, 1986 - March 4, 1988

THE ROBINSON-HUMPHREY COMPANY, LLC

CRD#: 723

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CRAWFORD INVESTMENT COUNSEL INC

CRD#: 110271 / SEC#: 801-15563

RIA

Registered Investment Advisory firm - (10/15/1980 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(4/9/2003)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 5/22/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 3

Date: 6/23/1986

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 5/17/1986

General Securities Representative Examination

Current Firm

CRAWFORD INVESTMENT COUNSEL INC

CRD#: 110271 / SEC#: 801-15563

RIA

Registered Investment Advisory firm - (10/15/1980 Approved)

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Contact information

Main Address

600 Galleria Parkway, Se Suite 1650, Atlanta, GA 30339

Mailing Address

Phone number

(770) 859-0045

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (44 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CRAWFORD INVESTMENT COUNSEL FORM ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	4,043
AUM (Assets Under Management)	$ 8,494,589,824

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.

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Milton W. Williams

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Milton Wells Williams III's CRS (Customer Relationship Summary).

Certified licenses

Experience

CRAWFORD INVESTMENT COUNSEL INC

THE ROBINSON-HUMPHREY COMPANY, LLC

Primary Firm SEC Registration

CRAWFORD INVESTMENT COUNSEL INC

State Registrations and Notice Filings

Exams

Series 63

Date: 5/22/1986

Series 3

Date: 6/23/1986

Series 7

Date: 5/17/1986

Current Firm

CRAWFORD INVESTMENT COUNSEL INC

Contact information

SEC notice filing (44 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CRAWFORD INVESTMENT COUNSEL INC

TRUST BUT VERIFY

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