Charles G. Williams
Professional summary
Charles Gantt Williams, CFP®, who also goes by Gantt Williams, is a registered financial advisor currently at PARTNERS CAPITAL, LLC located in Fernandina Beach, Florida.
Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Charles has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Charles Gantt Williams's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2020
Experience
April 30, 2025 - Present
PARTNERS CAPITAL, LLC
March 31, 2025 - May 6, 2025
STRATEGIC ADVISERS LLC
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
October 29, 2015 - July 13, 2018
STRATEGIC ADVISERS LLC
March 30, 2015 - May 6, 2025
FIDELITY BROKERAGE SERVICES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/30/2025)
Exams
Current Firm
PARTNERS CAPITAL, LLC
CRD#: 328074 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 39 |
| AUM (Assets Under Management) | $ 18,816,272 |
Red Flags
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