Gary Stuart Williams
AIF®, CFP®Professional Summary
Gary Stuart Williams, AIF®, CFP® is the Founder and President of Williams Asset Management, a Registered Investment Adviser (RIA) firm dedicated to helping individuals, families, and business owners pursue long-term financial confidence through personalized planning and investment strategies. With more than 30 years of experience in the financial services industry, Gary began his career in 1994 and has built a reputation for client-focused guidance, fiduciary responsibility, and community leadership. Gary specializes in comprehensive financial planning,...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Financial Planning
- Investment Management
- Tax Planning
- Estate & Legacy Planning
- Retirement Planning
- Business Services
- Risk Management & Insurance
- Alternative Investments
Specializations
Biography
Growing up as the son of a Baltimore County bricklayer, Gary learned lifelong lessons about money at an early age. His family’s frequent financial struggles (deepening with the death of Gary’s mother when he was just eight years old) forced them to periodically rely on welfare, with little or no extra cash for emergencies. This experience instilled a profound belief in hard work, putting family first, and saving and investing for a more secure future—values...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
Direct
(xxx) xxx-xxxx
linkedin.com/in/xxxxxx
facebook.com/xxxxxx
xxxxx@xxxx.xxx
X (Twitter)
x.com/xxxxxx
Website
xxxxxxxxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
32 years in the financial services industry
Current & Past Employments
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Current Firm
WILLIAMS & ASSOCIATES, INC. | WILLIAMS ASSET MANAGEMENT
Contact Information
Main Address
8850 Columbia 100 Parkway Suite 204, Columbia, MD 21045Phone Number
(410) 740-0220# of Employees
9SEC notice filing (14 States and Territories)
Registered to provide investment advisory services in 14 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,608AUM (Assets Under Management)
$661,067,873Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
WILLIAMS & ASSOCIATES, INC. | WILLIAMS ASSET MANAGEMENT
State Registrations and Notice Filings
(1/30/2026)
(3/25/2026)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Gary Stuart Williams's CRS (Customer Relationship Summary).
Services Offered by Gary
- Financial Planning
- Investment Management
- Tax Planning
- Estate & Legacy Planning
- Retirement Planning
- Business Services
- Risk Management & Insurance
- Alternative Investments
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