Heather Williams, financial advisor Grosse Pointe Farms MI

Heather Williams

CRD Number: 2349057
Current Firm: Pointe Capital Management LLC

Heather Williams (CRD# 2349057) is an Investment Advisor Representative working at Pointe Capital Management LLC in Grosse Pointe Farms, MI and has over 30 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Pointe Capital Management, LLC Grosse Pointe Farms, MI Jun 2016 - Current 7
Not Employed Grosse Pointe Park, MI May 2010 - May 2016 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1993
S65 NASAA Investment Advisors Law Examination Jan 1994
Contact Info for Heather S. Williams
Phone Number: (313) 882-7100
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    388
    MILLIONS
  • Total Number of Accounts
    434
    ACCOUNTS
  • Average Account Value
    $894,346
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

CA, FL, MI, NY, TX

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