Brad Williams has been Principal of Williams and Schiller Wealth Management since January 2007, is a control person of the firm and directly owns between 50% and 75% of it. Brad Williams is a graduate of -level coursework in accounting and finance, University of Montana.
Williams and Schiller Wealth Management, LLC is a Sandpoint, ID firm with $121M under management, 104 clients and 2 advisers across 3 offices, as of its March 2026 filing.
Brad Williams is Partner at Williams & Schiller Wealth Management. He began his professional career at KPMG in Billings, Montana, and Coopers & Lybrand in Spokane, Washington, and in 1991 opened his own CPA firm in Sandpoint, Idaho, which is now Williams & Schiller, P.C. CPAs & Consultants. He is the managing partner of the Sandpoint, ID office.
- – present · 19 yearsSandpoint, ID · Adviser representative · Firm CRD 143049
Professional designations
Listed by Williams and Schiller Wealth Management
- Certified Public Accountant (CPA)
Investment adviser representative registrations
Brad Williams is registered as an investment adviser representative in Idaho, since May 2007.
- IdahoSince 21 May 2007
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 May 2007 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Brad J. Williams
- CRD
- 5280450
- Firm
- Williams and Schiller Wealth Management · CRD 143049
- Role
- Principal
- Office
- 708 SUPERIOR STREET, Sandpoint, ID 83864
- Registration
- Investment adviser registration
- In the industry since
- May 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- wswealthmanagementllc.com
Where does Brad Williams work?
Brad Williams has been Principal of Williams and Schiller Wealth Management, LLC since January 2007, and is a control person of the firm.
Is Brad Williams a financial advisor?
Yes. Brad Williams has a current investment-adviser registration in Idaho, through Williams and Schiller Wealth Management since May 2007.
How many years of experience does Brad Williams have?
Brad Williams has 19 years in the financial industry, since May 2007, across 1 adviser firm.
What exams has Brad Williams passed?
Brad Williams passed the Series 65 in May 2007.
Where is Brad Williams based?
Brad Williams’ registered office is in Sandpoint, ID.
Is Brad Williams registered with FINRA?
No. Brad Williams has no current broker registration.
How can I verify Brad Williams’ record?
Search CRD 5280450 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brad Williams’ full registration record.
