Sabrina A. Williams

EFFICIENT ADVISORS

Cincinnati, OH

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CRD#: 7051901

Professional summary

Sabrina Ann Williams, who also goes by Sabrina A Christerson, Sabrina A Williams, is a registered financial advisor currently at EFFICIENT ADVISORS located in Cincinnati, Ohio.

Sabrina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Sabrina has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sabrina A Christerson | Sabrina A 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.

Fiduciary Services Group; investment related; 1801 Market St, Suite 1000, Philadelphia PA 19103; operations; 8/2020; <8 hours per month

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sabrina Ann 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

May 13, 2021 - Present

EFFICIENT ADVISORS

RIA

CRD#: 150144

Cincinnati, OH

Past

May 4, 2019 - December 1, 2023

SOWELL MANAGEMENT

RIA

CRD#: 127145

NORTH LITTLE ROCK, AR

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".

EFFICIENT ADVISORS

ADVISOR SUPPORT SERVICES | EVIDENCE BASED ADVISORS | EFFICIENT ADVISORS, LLC | EFFICIENT ADVISORS

CRD#: 150144 / SEC#: 801-70110

RIA

Registered Investment Advisory firm - (5/1/2009 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

Ohio
(5/13/2021)

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 65

Date: 3/28/2008

Uniform Investment Adviser Law Examination

Current Firm

EFFICIENT ADVISORS

ADVISOR SUPPORT SERVICES | EVIDENCE BASED ADVISORS | EFFICIENT ADVISORS, LLC | EFFICIENT ADVISORS

CRD#: 150144 / SEC#: 801-70110

RIA

Registered Investment Advisory firm - (5/1/2009 Approved)

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Contact information

Main Address

Mason, OH

Mailing Address

9450 Sw Gemini Drive Pmb 65198, Beaverton, OR 97008

Phone number

(267) 613-6250

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (49 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EFFICIENT ADVISORS BROCHURE (7/14/2025)

Regulatory assets under management

Total Number of Accounts	17,312
AUM (Assets Under Management)	$ 2,768,397,462

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/23/2025	Cover Page	Report
11/25/2024	Cover Page	Report
11/07/2023	Cover Page	Report
01/06/2023	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.

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Sabrina A. Williams

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sabrina Ann Williams's CRS (Customer Relationship Summary).

Certified licenses

Experience

EFFICIENT ADVISORS

SOWELL MANAGEMENT

Primary Firm SEC Registration

EFFICIENT ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 3/28/2008

Current Firm

EFFICIENT ADVISORS

Contact information

SEC notice filing (49 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

EFFICIENT ADVISORS

TRUST BUT VERIFY

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