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CW

Chad T. Williamson

GRATUS WEALTH ADVISORS LLC
Virginia Beach, VA 23462
Some features on this profile are disabled
CRD#: 6603651
CW

Professional summary

Chad Tyler Williamson, CFP® is a registered financial advisor currently at GRATUS WEALTH ADVISORS LLC located in Virginia Beach, Virginia.

Chad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Chad has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

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 Chad Tyler 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®
CFP®

Certified Financial Planner

Experience

Current

January 18, 2024 - Present

GRATUS WEALTH ADVISORS LLC

Office #1: 192 Ballard Ct Ste 101, Virginia Beach, VA 23462
RIA
CRD#: 328641
Virginia Beach, VA
Past

February 1, 2024 - December 10, 2025

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
Virginia Beach, VA
Past

February 9, 2022 - February 1, 2024

NEWEDGE ADVISORS

RIA
CRD#: 171351
Virginia Beach, VA
Past

February 9, 2022 - February 1, 2024

NEWEDGE SECURITIES, LLC

BD
CRD#: 10674
VIRGINIA BEACH, VA
Past

February 17, 2021 - November 23, 2021

TRUIST ADVISORY SERVICES, INC.

RIA
CRD#: 283390
ATLANTA, GA
Past

February 17, 2021 - November 23, 2021

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
WILLIAMSBURG, VA
Past

January 2, 2018 - February 17, 2021

BB&T SECURITIES, LLC

RIA
CRD#: 142785
RICHMOND, VA
Past

January 2, 2018 - February 17, 2021

BB&T SECURITIES, LLC

BD
CRD#: 142785
RICHMOND, VA
Past

March 17, 2016 - January 2, 2018

BB&T INVESTMENT SERVICES, INC.

RIA
CRD#: 33856
WILLIAMSBURG, VA
Past

February 4, 2016 - January 2, 2018

BB&T INVESTMENT SERVICES, INC.

BD
CRD#: 33856
WILLIAMSBURG, 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".
GW
GRATUS WEALTH ADVISORS LLC
GRATUS WEALTH ADVISORS LLC | J & A FINANCIAL SERVICES, LLC

CRD#: 328641 / SEC#: 801-129165

RIA
Registered Investment Advisory firm - (12/7/2023 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
Virginia
(1/18/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/16/2016
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/4/2016
General Securities Representative Examination

Current Firm

GW
GRATUS WEALTH ADVISORS LLC
GRATUS WEALTH ADVISORS LLC | J & A FINANCIAL SERVICES, LLC

CRD#: 328641 / SEC#: 801-129165

RIA
Registered Investment Advisory firm - (12/7/2023 Approved)
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Contact information

Main Address
192 Ballard Ct Ste 101, Virginia Beach, VA 23462
Mailing Address
Phone number
(757) 909-5500
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (7 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

GRATUS WEALTH ADVISORS ADV PART 2A (8/8/2025)
GRATUS WEALTH ADVISORS WRAP BROCHURE (3/26/2025)

Regulatory assets under management

Total Number of Accounts1,060
AUM (Assets Under Management)$ 690,666,938

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
11/12/2025
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

GRATUS WEALTH ADVISORS LLC

CRD#: 328641Virginia Beach, VA 23462

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