Chad Williamson
TOBIAS FINANCIAL ADVISORS | Wealth Advisor
Plantation, FL 33324
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CRD#: 6524308
Professional summary
Chad Williamson, CFP® is a registered financial advisor currently at TOBIAS FINANCIAL ADVISORS located in Plantation, Florida.
Chad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Chad has worked at 3 firms .
Biography
Chad works with clients to develop personalized wealth management solutions that include tax planning, investment strategies and estate planning to help them achieve their goals.
Prior to joining Mariner Wealth Advisors, he worked for Koa Wealth Management. He was responsible for financial planning and worked with clients to ensure their investments could help them achieve their goals. Prior to that, he worked in the financial planning department for a large RIA based in Las Vegas, Nev., helping their 75+ advisors implement their clients’ financial plans.
Chad has a bachelor’s degree in economics from San Diego State University.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Employee and Employer Plan Ben...
Retirement Planning
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.
Independent Insurance Agent; Non-investment related; Start: 10/2018; Time spent during trading hours per week: less than 1 hr.
CRS (Client Relationship Summary) - RIA
Click below to view Chad Williamson'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: 2019
Experience
Current
March 5, 2025 - Present
TOBIAS FINANCIAL ADVISORS
Office #1: 1000 S. Pine Island Road Suite 450, Plantation, FL 33324RIA
CRD#: 104711
Plantation, FL
Past
January 21, 2022 - February 7, 2025
MARINER WEALTH
RIA
CRD#: 140195
San Diego, CA
Past
August 26, 2019 - January 11, 2022
KOA WEALTH MANAGEMENT, LLC
RIA
CRD#: 297004
SAN DIEGO, CA
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".
TOBIAS FINANCIAL ADVISORS
BENJAMIN A. TOBIAS | TOBIAS FINANCIAL ADVISORS, INC. | TOBIAS FINANCIAL ADVISORS INC | TOBIAS FINANCIAL ADVISORS
CRD#: 104711 / SEC#: 801-33972
RIA
Registered Investment Advisory firm - (2/27/1989 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
Florida(3/5/2025)
Exams
Current Firm
TOBIAS FINANCIAL ADVISORS
BENJAMIN A. TOBIAS | TOBIAS FINANCIAL ADVISORS, INC. | TOBIAS FINANCIAL ADVISORS INC | TOBIAS FINANCIAL ADVISORS
CRD#: 104711 / SEC#: 801-33972
RIA
Registered Investment Advisory firm - (2/27/1989 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1000 S. Pine Island Road Suite 450, Plantation, FL 33324
Mailing Address
Phone number
(954) 424-1660
Established
Firm type
Fiscal year end
# of Employees
25
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,967 |
| AUM (Assets Under Management) | $ 892,240,795 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/29/2025 | ||
| 10/28/2024 | ||
| 07/28/2023 |
Red Flags
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Company Information
TOBIAS FINANCIAL ADVISORS
Wealth AdvisorCRD#: 104711Plantation, FL 33324TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
