AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
AW

Allen J. Williamson

FS INVESTMENT SOLUTIONS
Philadelphia, PA 19112
Some features on this profile are disabled
CRD#: 856716
AW

Professional summary


Allen Johnston Williamson is a registered financial professional currently at FS INVESTMENT SOLUTIONS, LLC located in Philadelphia, Pennsylvania.

Allen is registered as a RR (Registered Representative) and started their career in finance in 1978. Allen has worked at 12 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7, Series 24 and Series 8 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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) - BD


Click below to view Allen Johnston 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

March 2, 2020 - Present

FS INVESTMENT SOLUTIONS, LLC

Office #1: 201 Rouse Boulevard, Philadelphia, PA 19112
BD
CRD#: 145244
Philadelphia, PA
Past

November 16, 2016 - February 27, 2020

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
PORTLAND, ME
Past

March 21, 2016 - August 4, 2016

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
WEEHAWKEN, NJ
Past

March 18, 2016 - August 4, 2016

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

January 12, 2012 - July 1, 2015

GUGGENHEIM FUNDS DISTRIBUTORS, LLC

BD
CRD#: 39805
NEW YORK, NY
Past

September 23, 2009 - July 1, 2015

GUGGENHEIM INVESTMENTS

RIA
CRD#: 105477
NEW YORK, NY
Past

June 5, 2009 - March 3, 2014

GUGGENHEIM DISTRIBUTORS, LLC

BD
CRD#: 40805
NEW YORK, NY
Past

March 27, 2008 - June 11, 2009

TGL PARTNERS LLC

BD
CRD#: 144022
SEA ISLAND, GA
Past

May 23, 2002 - July 1, 2004

RITTENHOUSE ASSET MANAGEMENT, INC.

RIA
CRD#: 106562
CHICAGO, IL
Past

May 23, 2002 - July 1, 2004

NUVEEN FUND ADVISORS, LLC

RIA
CRD#: 104626
CHICAGO, IL
Past

October 9, 2000 - June 30, 2004

NUVEEN SECURITIES, LLC

BD
CRD#: 469
CHICAGO, IL
Past

September 26, 1978 - September 15, 2000

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

September 1, 1978 - September 26, 1978

MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.

BD
CRD#: 572

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(4/22/2020)
RR
Alaska
(4/22/2020)
RR
Arizona
(4/22/2020)
RR
Arkansas
(4/22/2020)
RR
California
(4/22/2020)
RR
Colorado
(4/22/2020)
RR
Connecticut
(4/22/2020)
RR
Delaware
(4/22/2020)
RR
District of Columbia
(4/22/2020)
RR
Florida
(3/2/2020)
RR
Georgia
(4/22/2020)
RR
Hawaii
(4/22/2020)
RR
Idaho
(4/22/2020)
RR
Illinois
(4/22/2020)
RR
Indiana
(4/22/2020)
RR
Iowa
(4/22/2020)
RR
Kansas
(3/2/2020)
RR
Kentucky
(4/22/2020)
RR
Louisiana
(4/22/2020)
RR
Maine
(4/22/2020)
RR
Maryland
(4/22/2020)
RR
Massachusetts
(4/22/2020)
RR
Michigan
(4/22/2020)
RR
Minnesota
(4/22/2020)
RR
Mississippi
(4/22/2020)
RR
Missouri
(4/22/2020)
RR
Montana
(4/22/2020)
RR
Nebraska
(4/22/2020)
RR
Nevada
(4/22/2020)
RR
New Hampshire
(4/22/2020)
RR
New Jersey
(4/22/2020)
RR
New Mexico
(4/22/2020)
RR
New York
(3/2/2020)
RR
North Carolina
(4/22/2020)
RR
North Dakota
(4/22/2020)
RR
Ohio
(4/22/2020)
RR
Oklahoma
(4/22/2020)
RR
Oregon
(4/22/2020)
RR
Pennsylvania
(3/2/2020)
RR
Puerto Rico
(4/22/2020)
RR
Rhode Island
(4/22/2020)
RR
South Carolina
(4/22/2020)
RR
South Dakota
(4/22/2020)
RR
Tennessee
(4/19/2023)
RR
Texas
(4/22/2020)
RR
Utah
(4/22/2020)
RR
Vermont
(4/22/2020)
RR
Virginia
(4/22/2020)
RR
Washington
(4/22/2020)
RR
West Virginia
(4/22/2020)
RR
Wisconsin
(4/22/2020)
RR
Wyoming
(4/22/2020)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 9/3/2009
Uniform Combined State Law Examination
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 2/10/1984
General Securities Sales Supervisor Examination (Options Module & General Module)
SRO Registrations
RR
FINRA

Current Firm


FI
FS INVESTMENT SOLUTIONS, LLC
FS INVESTMENT SOLUTIONS, LLC | FS2 CAPITAL PARTNERS, LLC

CRD#: 145244 / SEC#: , 8-67718

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
201 Rouse Boulevard, Philadelphia, PA 19112
Mailing Address
201 Rouse Boulevard, Philadelphia, PA 19112
Phone number
(215) 495-1150
Established
Delaware since 07/17/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
FRANKLIN SQUARE HOLDINGS, LPSOLE MEMBER OF FS INVESTMENT SOLUTIONS, LLC
DETWILER, ELIZABETH CAMILLAGENERAL COUNSEL, PRINICIPAL OPERATIONS OFFICER4361137
GAGLIOTI, ENRICO SALVATOREPRESIDENT2649966
PAGNOTTA, CHRISTOPHER VINCENTCHIEF COMPLIANCE OFFICER4418522
SCARPATI, GERARDFINOP/CFO, PFO2313132

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


FS INVESTMENT SOLUTIONS, LLC

CRD#: 145244Philadelphia, PA 19112

TRUST BUT VERIFY

Monitor Allen Williamson

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Paul B Mullen
Paul MullenAdvisorCheck Check Mark
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IAR
RR
Horsham, PA
Dustin Michael Willing
Dustin WillingAdvisorCheck Check Mark
KESTRA ADVISORY SERVICES, LLC
IAR
RR
Wayne, PA
Robert Charles Boland
Robert BolandAdvisorCheck Check Mark
RBC CAPITAL MARKETS, LLC
IAR
RR
Malvern, PA
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics