Robert Williams, financial advisor Dublin CA

Robert Williams

CRD Number: 4429778
Current Firm: Fidelity Personal And Workplace Advisors

Robert Williams (CRD# 4429778) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Dublin, CA and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Dublin, CA Feb 2019 - Current 5
Unemployed Danville, CA Apr 2018 - Feb 2019 < 1
Waddell & Reed Inc. Campbell, CA Apr 2002 - Apr 2018 16
Various Insurance Carriers For W&r Insurance Agencies Danville, CA Apr 2002 - Apr 2018 16
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2002
Contact Info for Robert T. Williams
Phone Number: 617-563-7000
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    652,548
    MILLIONS
  • Total Number of Accounts
    1,712,247
    ACCOUNTS
  • Average Account Value
    $381,106
Compensation Options
  • A percentage of assets under your management
  • 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
  • Selection of other advisers (including private fund managers)
  • 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, VT, WA, WI, WV, WY

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