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MF

Margaret A. Frease

WILLIAMSON WEALTH MANAGEMENT
Canton, OH 44646
Some features on this profile are disabled
CRD#: 5949558
MF

Professional summary

Margaret A Frease is a registered financial advisor currently at WILLIAMSON WEALTH MANAGEMENT located in Canton, Ohio.

Margaret is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Margaret has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Margaret A Frease'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®
None

Experience

Current

April 13, 2018 - Present

WILLIAMSON WEALTH MANAGEMENT

Office #1: 4067 Whipple Ave Nw, Suite A, Canton, OH 44646
RIA
CRD#: 290697
Canton, OH
Past

August 30, 2011 - August 17, 2018

LEGACY INVESTMENT GROUP, LLC

RIA
CRD#: 150281
CANTON, OH

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
Ohio
(4/13/2018)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/29/2011
Uniform Investment Adviser Law Examination

Current Firm

WW
WILLIAMSON WEALTH MANAGEMENT
BLACKSTONE WEALTH MANAGEMENT, INC. | WILLIAMSON WEALTH MANAGEMENT

CRD#: 290697 / SEC#:

Ohio
Registered Investment Advisory firm - (12/20/2017 Approved)
West Virginia
Registered Investment Advisory firm - (1/14/2025 Approved)
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Contact information

Main Address
4067 Whipple Ave Nw, Suite A, Canton, OH 44646
Mailing Address
Phone number
(330) 493-7300
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts260
AUM (Assets Under Management)$ 33,000,000

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

WILLIAMSON WEALTH MANAGEMENT

CRD#: 290697Canton, OH 44646

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