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TW

Trigg L. Williamson

ADVISOR.COM
Charlotte, NC
Some features on this profile are disabled
CRD#: 7024411
TW

Professional summary

Trigg Lewis Williamson, who also goes by Trigg Lewis Williamson, Trigg L Williamson, Trigg Williamson, is a registered financial advisor currently at ADVISOR.COM located in Charlotte, North Carolina.

Trigg is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Trigg has worked at 5 firms and has passed the Series 66, Series 63, Series 7TO, Series 6TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Trigg Lewis Williamson | Trigg L Williamson | Trigg 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 Trigg Lewis 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

July 29, 2025 - Present

ADVISOR.COM

RIA
CRD#: 318823
Charlotte, NC
Past

February 16, 2023 - May 31, 2025

NUVEEN ASSET MANAGEMENT, LLC

RIA
CRD#: 155584
CHICAGO, IL
Past

February 16, 2023 - May 31, 2025

NUVEEN SECURITIES, LLC

BD
CRD#: 469
CHARLOTTE, NC
Past

December 8, 2020 - December 20, 2022

MORGAN STANLEY

RIA
CRD#: 149777
GILBERT, AZ
Past

November 5, 2020 - December 20, 2022

MORGAN STANLEY

BD
CRD#: 149777
GILBERT, AZ
Past

August 24, 2019 - November 6, 2020

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
SCOTTSDALE, AZ

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".
AD
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
California
(7/29/2025)
IAR
Colorado
(8/4/2025)
IAR
Illinois
(7/29/2025)
IAR
Maryland
(7/29/2025)
IAR
Michigan
(8/4/2025)
IAR
New Jersey
(8/6/2025)
IAR
New York
(8/4/2025)
IAR
North Carolina
(8/4/2025)
IAR
South Carolina
(8/4/2025)
IAR
Texas
(7/29/2025)
IAR
Virginia
(8/4/2025)
IAR
Washington
(8/8/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/8/2020
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 9/6/2019
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/18/2020
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 8/23/2019
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 6/11/2019
Securities Industry Essentials Examination

Current Firm

AD
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
14

SEC notice filing (15 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

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

Regulatory assets under management

Total Number of Accounts594
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.

Company Information

ADVISOR.COM

CRD#: 318823Charlotte, NC

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