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SW

Scott W. Williams

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CRD#: 2058094
SW

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.

Scott Walter Williams was a registered financial advisor .

Scott is a previously registered financial advisor and started their career in finance in 1990. Scott had worked at 5 firms and has passed the Series 63, Series 31 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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

December 19, 2008 - November 7, 2012

CROWELL, WEEDON & CO.

RIA
CRD#: 193
FRESNO, CA
Past

December 18, 2008 - November 7, 2012

CROWELL, WEEDON & CO.

BD
CRD#: 193
FRESNO, CA
Past

July 1, 2003 - December 18, 2008

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
FRESNO, CA
Past

July 1, 2003 - December 18, 2008

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
FRESNO, CA
Past

June 13, 2000 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

RIA
CRD#: 7471
FRESNO, CA
Past

June 5, 2000 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

July 31, 1993 - June 12, 2000

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

May 22, 1990 - July 31, 1993

LEHMAN BROTHERS INC.

BD
CRD#: 7506
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: 5/31/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 31
Date: 11/17/1995
Futures Managed Funds Examination
General Industry/Product Exam

Current Firm


CW
CROWELL, WEEDON & CO.
CROWELL, WEEDON & CO.

CRD#: 193 / SEC#: 801-67246, 8-3710

BD
Terminated by SEC on 02/07/2014
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 01/18/1932
Firm type
Partnership
Fiscal year end
April
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (7/29/2013)

Direct owners and executive officers


NamePositionCRD#
AMES, RALPH HERBERTGENERAL PARTNER4399
BELLESILES, JACQUES ERNESTGENERAL PARTNER17599
BLAND, DAVID LEEGENERAL PARTNER1099854
CARLSON, RODNEY CHARLESGENERAL PARTNER2285986
CHRISTOPHER, DOUGLAS ANDREAGENERAL PARTNER1995432
COUNCIL, WILLIAM MICHAELGENERAL PARTNER848504
CRONK, JAMES LEEGENERAL PARTNER/COO1104799
CROWELL, ANDREW EDWARDGENERAL PARTNER/CEO1288101
CROWELL, DONALD WARREN JRGENERAL PARTNER1320520
DOUD, CHARLES OREILLYGENERAL PARTNER70836
DOUD, THOMAS JOSEPHGENERAL PARTNER2758142
DOUGHERTY, JAMES WEAVERGENERAL PARTNER1620921
DOYEL, DENNIS MICHAELGENERAL PARTNER1789529
FUNG, EDDIE SHUGENERAL PARTNER2622816
GINSBERG, KLINDT EMILGENERAL PARTNER1846752
GRIFFIN, ALAN MILESGENERAL PARTNER853835
GROSSMAN, ALAN JAYGENERAL PARTNER1225441
HALES, JOHN MORRISGENERAL PARTNER233868
HARRIS, ROBERT CARROLLGENERAL PARTNER1083781
HASSAN, ROBERT HARRISGENERAL PARTNER833059
HOOD, THOMAS JAMESGENERAL PARTNER1297995
JACKSON, STEVEN CHARLESGENERAL PARTNER1358825
KARANTONIS, ANTONIOSGENERAL PARTNER / CFO2331154
KRUGER, JAMES ROYGENERAL PARTNER/CHIEF COMPLIANCE OFFICER1171805
KURATOMI, LINDA KEIKOGENERAL PARTNER1258198
MORITZ, THOMAS ANDREWGENERAL PARTNER1864800
MULLIGAN, STEVEN JAMESGENERAL PARTNER2372962
OLEARY, JOSEPH LENNONGENERAL PARTNER2357537
PAULSON, THEODORE RUSSELLGENERAL PARTNER358333
RAGAN, JAMES DARRELLGENERAL PARTNER1513433
REITNOUER, JOHN FREDERICKGENERAL PARTNER1796658
REITNOUER, LYNN PAULGENERAL PARTNER373927
ROBBINS, KENNETH WILLIAMGENERAL PARTNER2588039
SWANSON, SCOTT MICHAELGENERAL PARTNER2198688
THOMAS, DANIEL SCOTTGENERAL PARTNER2195656
TODD, BLAKE TRAMILLGENERAL PARTNER702561
WEST, THOMAS WESLEYGENERAL PARTNER1162385

Disclosures


Regulatory Event19
Arbitration9

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


CROWELL, WEEDON & CO.

CRD#: 193

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