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CW

Calvin E. Williams

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CRD#: 5249455
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.

Calvin Eric Williams, who also goes by Calvin Williams, was a registered financial professional .

Calvin is a previously registered financial professional and started their career in finance in 2007. Calvin had worked at 2 firms and has passed the Series 65, Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Calvin 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

January 31, 2023 - April 17, 2026

SIGNIFY WEALTH LLC

RIA
CRD#: 160094
ST. LOUIS, MO
Past

February 1, 2007 - August 2, 2007

EDWARD JONES

RIA
CRD#: 250
BRIDGETON, MO
Past

January 5, 2007 - August 2, 2007

EDWARD JONES

BD
CRD#: 250
BRIDGETON, MO

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".
SW
SIGNIFY WEALTH LLC
NEXT WEALTH | STRATEGIC PARTNERS WEALTH MANAGEMENT | SIGNIFY WEALTH LLC

CRD#: 160094 / SEC#: 801-116909

RIA
Registered Investment Advisory firm - (7/5/2019 Approved)
Louisiana
Registered Investment Advisory firm - (8/12/2019 Terminated)
Missouri
Registered Investment Advisory firm - (8/9/2019 Terminated)
Pennsylvania
Registered Investment Advisory firm - (12/31/2018 Terminated)
Texas
Registered Investment Advisory firm - (8/9/2019 Terminated)

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
IAR
Series 65
Date: 12/20/2022
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 1/17/2007
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 1/3/2007
General Securities Representative Examination

Current Firm

SW
SIGNIFY WEALTH LLC
NEXT WEALTH | STRATEGIC PARTNERS WEALTH MANAGEMENT | SIGNIFY WEALTH LLC

CRD#: 160094 / SEC#: 801-116909

RIA
Registered Investment Advisory firm - (7/5/2019 Approved)
Louisiana
Registered Investment Advisory firm - (8/12/2019 Terminated)
Missouri
Registered Investment Advisory firm - (8/9/2019 Terminated)
Pennsylvania
Registered Investment Advisory firm - (12/31/2018 Terminated)
Texas
Registered Investment Advisory firm - (8/9/2019 Terminated)
Loading...

Contact information

Main Address
7750 Clayton Road Suite 100, St. Louis, MO 63117
Mailing Address
Phone number
(314) 222-0295
Established
Firm type
Fiscal year end
# of Employees
17

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV FORM 2A (2/11/2026)

Regulatory assets under management

Total Number of Accounts312
AUM (Assets Under Management)$ 364,476,391

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
11/24/2025
Cover Page
Report
07/23/2024
Cover Page
Report
06/28/2023
Cover Page
Report

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

SIGNIFY WEALTH LLC

CRD#: 160094

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