Patricia Williams, financial advisor Fremont CA

Patricia Williams

CRD Number: 1596390
Current Firm: Silicon Private Wealth, LLC

Patricia Williams (CRD# 1596390) is an Investment Advisor Representative working at Silicon Private Wealth, LLC in Fremont, CA and has over 37 years of experience in the finance industry. Patricia Williams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Sep 2016 - Current 7
Silicon Private Wealth LLC Fremont, CA Apr 2016 - Current 7
Viant Capital, LLC San Francisco, CA May 2016 - Aug 2016 < 1
Unemployed N/a, CA Jan 2016 - May 2016 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Jose, CA Oct 1986 - Dec 2015 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1987
S65 NASAA Investment Advisors Law Examination Jul 1994
Contact Info for Patricia G. Williams
Phone Number: 408-645-6790
Registered State(s):
  • CA
  • NY
  • TX
Current Firm Details
Silicon Private Wealth, LLC
Firm's CRD Number: 284145
By the Numbers
  • Total Assets Under Management
    117
    MILLIONS
  • Total Number of Accounts
    272
    ACCOUNTS
  • Average Account Value
    $431,323
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, NY, TX

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