Michael M. Williamson

ADVISOR.COM

Charleston, SC 29403

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CRD#: 5963437

Professional summary

Michael M Williamson, who also goes by Michael Mccray Williamson, is a registered financial advisor currently at ADVISOR.COM located in Charleston, South Carolina.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Michael has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael Mccray Williamson

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 Michael M Williamson's CRS (Customer Relationship Summary).

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

October 23, 2024 - Present

ADVISOR.COM

Office #1: 525 King Street Ste B, Charleston, SC 29403

RIA

CRD#: 318823

Charleston, SC

Past

July 28, 2021 - October 16, 2024

FIRST CITIZENS INVESTOR SERVICES, INC.

RIA

CRD#: 44430

Charleston, SC

Past

July 28, 2021 - October 16, 2024

FIRST CITIZENS INVESTOR SERVICES, INC.

CRD#: 44430

Charleston, SC

Past

March 25, 2013 - June 30, 2021

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

MOUNT PLEASANT, SC

Past

March 25, 2013 - June 30, 2021

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

MOUNT PLEASANT, SC

Past

November 2, 2011 - December 17, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

NORFOLK, VA

Past

September 24, 2011 - December 17, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NORFOLK, VA

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".

ADVISOR.COM

ADVISOR WEALTH MANAGEMENT | ADVR, LLC | ADVR, INC | ADVISOR.COM

CRD#: 318823 / SEC#: 801-128856

RIA

Registered Investment Advisory firm - (12/15/2023 Approved)

South Carolina

Registered Investment Advisory firm - (8/16/2022 Approved)

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

South Carolina
(10/23/2024)

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

State Security Law Exam

IAR

Series 66

Date: 10/29/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/24/2011

General Securities Representative Examination

Current Firm

ADVISOR.COM

ADVISOR WEALTH MANAGEMENT | ADVR, LLC | ADVR, INC | ADVISOR.COM

CRD#: 318823 / SEC#: 801-128856

RIA

Registered Investment Advisory firm - (12/15/2023 Approved)

South Carolina

Registered Investment Advisory firm - (8/16/2022 Approved)

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Contact information

Main Address

525 King Street Ste B, Charleston, SC 29403

Mailing Address

Phone number

(843) 284-6261

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADVR ADV PART 2A BROCHURE 2506 (6/20/2025)

Regulatory assets under management

Total Number of Accounts	594
AUM (Assets Under Management)	$ 51,307,184

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.

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Advisor Monitoring

Firm Stability Insights

Michael M. Williamson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael M Williamson's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIRST CITIZENS INVESTOR SERVICES, INC.

FIRST CITIZENS INVESTOR SERVICES, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

ADVISOR.COM

State Registrations and Notice Filings

Exams

Series 66

Date: 10/29/2011

SIE

Date: 10/1/2018

Series 7

Date: 9/24/2011

Current Firm

ADVISOR.COM

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ADVISOR.COM

TRUST BUT VERIFY

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