RW
Robert M. Williams
VALMARK ADVISERS
Pittsford, NY 14534
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CRD#: 6655929
RW
Professional summary
Robert Michael Williams is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Pittsford, New York and VALMARK SECURITIES, INC. located in Pittsford, New York.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Robert has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 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.
1) CAMP HACCAMO | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: BOARD MEMBER | ADDRESS: 809 FIVE POINTS RD. RUSH, NY 14543 | START DATE: 4/2/2018 | NATURE OF ACTIVITY: CHARITY/RELIGIOUS/FOUNDATION | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: TREASURER FOR THE CAMP AND SERVE ON THE DEVELOPMENT COMMITTEE. 2) ROC CITY UNCORKED | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: TREASURER | ADDRESS: 70 STATE ST,ROCHESTER, NY 14614 | START DATE: 12/30/2019 | NATURE OF ACTIVITY: CHARITY/RELIGIOUS/FOUNDATION | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: FUND RAISING EVENT FOR THE HANDICAPPED CHILDREN'S CAMP FOR MONROE COUNTY. CURRENTLY TREASURER FOR THE CAMP SERVING IN A SIMILAR ROLE FOR THE FUNDRAISER./// 3) ROCHESTER YOUNG PROFESSIONALS VP OF MEMBERSHIP | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD:BOARD MEMBER | ADDRESS: 9 CAYUGA STREET ROCHESTER, NY 14620 | START DATE: 1/1/2017 | NATURE OF ACTIVITY:NETWORKING GROUP | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: ORGANIZE AND PROMOTE SPORTING AND OUTDOR RECREATION EVENTS/// 4) Coordinated Plan LLC; Pittsford, NY; start 02/2019; Registered Service advisor; client servicing; investment related; 40+ hours/ month; W-2 salary.///
CRS (Client Relationship Summary) - RIA
Click below to view Robert Michael Williams'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®
NoneExperience
Current
January 17, 2023 - Present
VALMARK ADVISERS, INC.
Office #1: 1080 Pittsford Victor Rd. Ste. 201, Pittsford, NY 14534RIA
CRD#: 108050
Pittsford, NY
Current
August 3, 2020 - Present
VALMARK SECURITIES, INC.
Office #1: 1080 Pittsford Victor Road, Pittsford, NY 14534BD
CRD#: 31243
Pittsford, NY
Past
February 6, 2019 - August 4, 2020
HORNOR, TOWNSEND & KENT, LLC
BD
CRD#: 4031
PITTSFORD, NY
Past
July 24, 2018 - January 28, 2019
OSAIC FA, INC.
BD
CRD#: 3978
ROCHESTER, NY
Past
June 15, 2016 - August 3, 2018
HORNOR, TOWNSEND & KENT, LLC
BD
CRD#: 4031
ROCHESTER, NY
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".
VA
VALMARK ADVISERS, INC.
VALMARK ADVISERS INC | VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
RIA
Registered Investment Advisory firm - (5/29/1998 Approved)Wyoming
Registered Investment Advisory firm - (8/11/2017 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Alabama(2/27/2025)
RR
California(2/15/2023)
IAR
California(2/15/2023)
IAR
Colorado(2/26/2025)
RR
Connecticut(2/15/2023)
IAR
Connecticut(2/15/2023)
IAR
Delaware(3/3/2025)
IAR
Florida(3/11/2025)
RR
Georgia(2/15/2023)
IAR
Georgia(2/16/2023)
IAR
Illinois(3/11/2025)
IAR
Indiana(2/27/2025)
RR
Maine(2/15/2023)
IAR
Maine(2/15/2023)
RR
Maryland(2/15/2023)
IAR
Maryland(2/15/2023)
RR
Massachusetts(2/15/2023)
IAR
Massachusetts(2/27/2023)
IAR
New Hampshire(2/27/2025)
RR
New Jersey(2/15/2023)
IAR
New Jersey(2/16/2023)
RR
New York(8/3/2020)
IAR
New York(1/17/2023)
RR
North Carolina(2/15/2023)
IAR
North Carolina(2/15/2023)
IAR
Ohio(3/3/2025)
RR
Oregon(2/15/2023)
IAR
Oregon(2/28/2023)
RR
Pennsylvania(2/15/2023)
IAR
Pennsylvania(2/15/2023)
IAR
Rhode Island(2/27/2025)
RR
South Carolina(2/15/2023)
IAR
South Carolina(2/15/2023)
IAR
Texas(2/26/2025)
RR
Virginia(2/15/2023)
IAR
Virginia(2/15/2023)
IAR
Washington(2/26/2025)
IAR
Wisconsin(2/27/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
VA
VALMARK ADVISERS, INC.
VALMARK ADVISERS INC | VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
RIA
Registered Investment Advisory firm - (5/29/1998 Approved)Wyoming
Registered Investment Advisory firm - (8/11/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
130 Springside Drive Suite 300, Akron, OH 44333
Mailing Address
Phone number
(800) 765-5201
Established
Firm type
Fiscal year end
# of Employees
275
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 19,096 |
| AUM (Assets Under Management) | $ 8,379,181,235 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
VALMARK ADVISERS, INC.
CRD#: 108050Pittsford, NY 14534TRUST BUT VERIFY
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