Sean Williams, financial advisor Richmond Heights OH

Sean Williams

CRD Number: 2789978
Current Firm: Cambridge Investment Research Advisors, Inc.

Sean Williams (CRD# 2789978) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Richmond Heights, OH and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA Apr 2020 - Current < 1
Cambridge Investment Research, Inc. Fairfield, IA Feb 2014 - Current 6
Riverview Research, LLC Brecksville, OH Feb 2013 - Nov 2013 < 1
Hartland & Company Cleveland, OH Jan 2012 - Jan 2013 1
Monticello Associates Cleveland, OH Feb 2007 - Dec 2011 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2020
Contact Info for Sean P. Williams
Phone Number: 641-472-5100
Registered State(s):
  • CA
  • OH
By the Numbers
  • Total Assets Under Management
    56,159
    MILLIONS
  • Total Number of Accounts
    297,440
    ACCOUNTS
  • Average Account Value
    $188,808
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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