Robert D. Williams

POINCIANA ADVISORS GROUP

PALM BEACH GARDENS, FL 33410

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CRD#: 8301109

Professional summary

Robert Donovan Williams is a registered financial advisor currently at POINCIANA ADVISORS GROUP, LLC located in Palm Beach Gardens, Florida.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Robert has worked at 1 firm and has passed the Series 63, Series 65 and SIE exams.

At a Glance

Always Fiduciary

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Donovan 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

July 21, 2026 - Present

POINCIANA ADVISORS GROUP, LLC

Office #1: 3300 Pga Boulevard Suite 200, Palm Beach Gardens, FL 33410

RIA

CRD#: 137423

PALM BEACH GARDENS, FL

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".

POINCIANA ADVISORS GROUP, LLC

CRD#: 137423 / SEC#: 801-118568

RIA

Registered Investment Advisory firm - (4/28/2020 Approved)

Florida

Registered Investment Advisory firm - (5/5/2020 Terminated)

Texas

Registered Investment Advisory firm - (7/9/2015 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Florida
(7/21/2026)

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

Series 63

Date: 2/28/2026

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 8/21/2025

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 3/28/2025

Securities Industry Essentials Examination

Current Firm

POINCIANA ADVISORS GROUP, LLC

CRD#: 137423 / SEC#: 801-118568

RIA

Registered Investment Advisory firm - (4/28/2020 Approved)

Florida

Registered Investment Advisory firm - (5/5/2020 Terminated)

Texas

Registered Investment Advisory firm - (7/9/2015 Terminated)

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Contact information

Main Address

3300 Pga Boulevard Suite 200, Palm Beach Gardens, FL 33410

Mailing Address

Phone number

(561) 296-0100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

POINCIANA ADVISORS GROUP, LLC FORM ADV PART 2 (5/20/2025)

Regulatory assets under management

Total Number of Accounts	278
AUM (Assets Under Management)	$ 336,319,781

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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Robert D. Williams

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Donovan Williams's CRS (Customer Relationship Summary).

Certified licenses

Experience

POINCIANA ADVISORS GROUP, LLC

Primary Firm SEC Registration

POINCIANA ADVISORS GROUP, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 2/28/2026

Series 65

Date: 8/21/2025

SIE

Date: 3/28/2025

Current Firm

POINCIANA ADVISORS GROUP, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

POINCIANA ADVISORS GROUP, LLC

TRUST BUT VERIFY

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