Madison H. Williams

AVIER WEALTH ADVISORS

Bellevue, WA 98004

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CRD#: 7044565

Professional summary

Madison H Williams, who also goes by Maddi Williams, Madison H Williams, Madison Hart Williams, is a registered financial advisor currently at AVIER WEALTH ADVISORS located in Bellevue, Washington.

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

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Maddi Williams | Madison H Williams | Madison Hart Williams

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.

Name of the Other Business: Watcher Rock, LLC; Whether the Other Business is Investment-related: Non-investment-related; Other Address Address: Boise, Idaho, 83702; Nature of Business: Special purpose limited liability company formed with a family member for purposes of authoring a book regarding navigating retirement; Position/Title: Partner/Co-writer; Start date: 05/2024; Number of hours/month devoted to the other business: 5; Number of hours you devoted to the other business during securities trading hours: 0; Duties: Participating in writing and assisting with interviews.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Madison H Williams'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

June 9, 2025 - Present

AVIER WEALTH ADVISORS

Office #1: 10655 Ne 4th Street Suite 500, Bellevue, WA 98004

RIA

CRD#: 161077

Bellevue, WA

Past

January 8, 2025 - April 7, 2025

KAIZEN FINANCIAL ADVISORS, LLC

RIA

CRD#: 155353

KIRKLAND, WA

Past

May 21, 2024 - September 18, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

BELLEVUE, WA

Past

May 21, 2024 - September 18, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

BELLEVUE, WA

Past

March 11, 2022 - March 24, 2023

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

SARASOTA, FL

Past

March 10, 2022 - March 24, 2023

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

SARASOTA, FL

Past

April 8, 2019 - February 2, 2022

D.A. DAVIDSON & CO.

RIA

CRD#: 199

Vancouver, WA

Past

February 25, 2019 - February 2, 2022

D.A. DAVIDSON & CO.

CRD#: 199

Vancouver, WA

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".

AVIER WEALTH ADVISORS

AVIER WEALTH ADVISORS | RETIREMENT ASSET MANAGEMENT | RAM INVESTMENT PARTNERS, LLC

CRD#: 161077 / SEC#: 801-73301

RIA

Registered Investment Advisory firm - (3/14/2012 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

Washington
(6/9/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/6/2019

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 2/24/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 12/29/2018

Securities Industry Essentials Examination

Current Firm

AVIER WEALTH ADVISORS

AVIER WEALTH ADVISORS | RETIREMENT ASSET MANAGEMENT | RAM INVESTMENT PARTNERS, LLC

CRD#: 161077 / SEC#: 801-73301

RIA

Registered Investment Advisory firm - (3/14/2012 Approved)

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Contact information

Main Address

10655 Ne 4th Street Suite 500, Bellevue, WA 98004

Mailing Address

Phone number

(425) 467-1011

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AVIER WEALTH ADVISORS ADV PART 2 10.29.2025 (11/5/2025)

Regulatory assets under management

Total Number of Accounts	2,477
AUM (Assets Under Management)	$ 964,391,865

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.

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Advisor Monitoring

Firm Stability Insights

Madison H. Williams

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Madison H Williams's CRS (Customer Relationship Summary).

Certified licenses

Experience

KAIZEN FINANCIAL ADVISORS, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

D.A. DAVIDSON & CO.

D.A. DAVIDSON & CO.

Primary Firm SEC Registration

AVIER WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 4/6/2019

Series 7TO

Date: 2/24/2019

SIE

Date: 12/29/2018

Current Firm

AVIER WEALTH ADVISORS

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AVIER WEALTH ADVISORS

TRUST BUT VERIFY

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