Christian Williams, financial advisor Sandy UT

Christian Williams

CRD Number: 5521174
Current Firm: Ae Wealth Management, LLC

Christian Williams (CRD# 5521174) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Sandy, UT and has over 15 years of experience in the finance industry.

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Equitable Advisors, LLC
Company Name Location Dates Years
Ae Wealth Management, LLC Topeka, KS Mar 2023 - Current 1
Heritage Wealth Management Sandy, UT Nov 2020 - Current 3
Foundations Investment Advisors, LLC Sandy, UT Jan 2022 - Mar 2023 1
Brookstone Capital Management Wheaton, IL Dec 2020 - Dec 2021 1
Morgan Stanley South Jordan, UT Apr 2020 - Nov 2020 < 1
Unemployed South Jordan, UT Mar 2020 - Apr 2020 < 1
Gohealth Lindon, UT Feb 2019 - Mar 2020 1
Central Servicing Salt Lake City, UT Nov 2018 - Feb 2019 < 1
Fidelity Brokerage Services, LLC Salt Lake City, UT Aug 2015 - Nov 2018 3
Wells Fargo Advisors LLC Salt Lake City, UT Apr 2011 - Aug 2015 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2008
Contact Info for Christian T. Williams
Phone Number: 866-363-9595
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    21,801
    MILLIONS
  • Total Number of Accounts
    177,044
    ACCOUNTS
  • Average Account Value
    $123,137
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Publication of periodicals or newsletters
  • 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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