Gary S. Williams
WILLIAMS ASSET MANAGEMENT | President
COLUMBIA, MD 21045
CRD#: 2470323
Professional summary
Gary Stuart Williams, AIF®, CFP® is a registered financial advisor currently at WILLIAMS ASSET MANAGEMENT located in Columbia, Maryland.
Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Gary has worked at 4 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 24 exams.
Core Areas of Focus
Alternative Investments
Customized Portfolios
Retirement Planning
High Net Worth Planning
Investment Management
Biography
Gary Williams is the founder and president of Williams Asset Management®, a distinguished, fee-based, and independent wealth management team based in Columbia, Maryland.
Williams Asset Management provides comprehensive wealth management, financial planning, and fiduciary investment guidance to individuals, families, nonprofits, and businesses. Through its partnership with Commonwealth Financial Network®, a Registered Investment Adviser-broker/dealer, Williams Asset Management gains access to resources that it translates into indispensable service for its clients.
The Commonwealth team consists of more than 45 professionals with the CFA®, CFP®, ChFC ®, or JD certification/designation. These experts act as an extension of the Williams Asset Management team, supporting them in delivering tailored guidance. As a truly collaborative team, they're adept at helping you tackle a broad range of needs from retirement income, education, estate, tax, and insurance planning to the efficient management of tax-smart investment portfolios. Working together, Williams Asset Management will help ensure that even the smallest details of your financial life are properly addressed.
Gary began his esteemed career in 1994 and has earned well-respected credentials including the CERTIFIED FINANCIAL PLANNER certification, the Chartered Retirement Planning Counselor℠ designation, and the Accredited Investment Fiduciary® designation.
Further, Gary has been honored with numerous awards, including the Forbes Best-In-State Wealth Advisor (2019 - 2022) and Top Financial Planning Companies (Baltimore Business Journal, 2019 - 2022).
Gary is exceedingly active in the community and serves on numerous nonprofit boards including the Association Board of Directors of the Y in Central Maryland, the Investment Committee for Mount Saint Joseph High School Endowment, and the Investment Committee for the Y in Central Maryland Endowment.
Gary lives with his family and goldendoodle, Cali, in Howard County, Maryland. In his spare time, Gary enjoys spending time with his family, exercising, skiing, and surfing.
Question & Answer
What are your service offerings?
Financial Planning
Investment Management
Tax Planning
Trust Services
Retirement Planning
Estate Planning
Business Planning
Business Valuation and Exit Pl...
Individual Insurance (Life, He...
What is your minimum asset requirement?
500K
How do you get paid?
Fee-Only
Are you a "fiduciary"?
Yes
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.
CRS (Client Relationship Summary) - RIA
Click below to view Gary Stuart Williams's 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®
CFP®
Start date: 1997
Experience
Current
January 30, 2026 - Present
WILLIAMS ASSET MANAGEMENT
Office #1: 8850 Columbia 100 Parkway Suite 204, Columbia, MD 21045RIA
CRD#: 338196
COLUMBIA, MD
Past
October 19, 2005 - January 30, 2026
COMMONWEALTH FINANCIAL NETWORK
RIA
CRD#: 8032
Columbia, MD
Past
October 19, 2005 - April 2, 2018
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
COLUMBIA, MD
Past
May 3, 1994 - October 19, 2005
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
COLUMBIA, MD
Past
March 28, 1994 - October 19, 2005
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
March 28, 1994 - October 19, 2005
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
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
Maryland(1/30/2026)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
WA
WILLIAMS ASSET MANAGEMENT
WILLIAMS & ASSOCIATES, INC. | WILLIAMS ASSET MANAGEMENT
CRD#: 338196 / SEC#: 801-135121
RIA
Registered Investment Advisory firm - (1/8/2026 120-Day Approval)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
8850 Columbia 100 Parkway Suite 204, Columbia, MD 21045
Mailing Address
Phone number
(410) 740-0220
Established
Firm type
Fiscal year end
# of Employees
9
Red Flags
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Company Information
WILLIAMS ASSET MANAGEMENT
PresidentCRD#: 338196Columbia, MD 21045TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
