Britton Williams (CRD# 5869494) is an Investment Advisor Representative working at Calamita Wealth Management in Raleigh, NC and has over 13 years of experience in the finance industry.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 5888654
Cambridge Investment Research Advisors, Inc.
CRD# 2728867
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Calamita Wealth Management, Inc. | Charlotte, NC | Aug 2018 - Current | 5 |
| Belpointe Asset Management, LLC | Greenwich, CT | Feb 2016 - Aug 2018 | 2 |
| Tuttle Wealth Management, LLC | Stamford, CT | Feb 2011 - May 2017 | 6 |
| Tuttle Tactical Management, LLC | Stamford, CT | Jan 2015 - Aug 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2010 |
- NC
-
Total Assets Under Management109MILLIONS
-
Total Number of Accounts110ACCOUNTS
-
Average Account Value$992,150
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
NC, OH, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.