Philip M. Williamson
Professional summary
Philip Matthew Williamson is a registered financial advisor currently at STANCORP INVESTMENT ADVISERS, INC. located in Port Angeles, Washington.
Philip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Philip has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Philip Matthew Williamson's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 8, 2019 - Present
STANCORP INVESTMENT ADVISERS, INC.
Primary Firm SEC Registration
STANCORP INVESTMENT ADVISERS, INC.
CRD#: 110228 / SEC#: 801-57811
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/1/2024)
Current Firm
STANCORP INVESTMENT ADVISERS, INC.
CRD#: 110228 / SEC#: 801-57811
Contact information
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 103,728 |
| AUM (Assets Under Management) | $ 33,592,166,292 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/29/2025 | ||
| 03/28/2024 | ||
| 01/27/2023 |
Red Flags
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