Connor Williamson has been an investment adviser representative at RightOak Asset Management since September 2025, and is not listed among the firm’s executive officers or direct owners.
Rightoak Asset Management, LLC is a firm with $112M under management, 742 clients and 6 advisers in one office, as of its September 2026 filing.
- – present · 1 yearMason, MI · Adviser representative · Firm CRD 337832
Investment adviser representative registrations
Connor Williamson is registered as an investment adviser representative in 2 states. The first approvals date from September 2025; the most recent is Texas, in July 2026.
- MichiganSince 30 September 2025
- TexasSince 21 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 11 January 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Connor Antonio Williamson
- CRD
- 7793544
- Firm
- RightOak Asset Management · CRD 337832
- Office
- Mason, MI
- Registration
- Investment adviser registration
- In the industry since
- September 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Connor Williamson work?
Connor Williamson is an investment adviser representative registered through Rightoak Asset Management, LLC since September 2025, and is not listed among the firm’s executive officers or direct owners.
Is Connor Williamson a financial advisor?
Yes. Connor Williamson has a current investment-adviser registration in Michigan and Texas, through RightOak Asset Management since September 2025.
How many years of experience does Connor Williamson have?
Connor Williamson has 1 year in the financial industry, since September 2025, across 1 adviser firm.
What exams has Connor Williamson passed?
Connor Williamson passed the Series 65 in January 2025.
Where is Connor Williamson based?
Connor Williamson’s registered office is in Mason, MI.
Is Connor Williamson registered with FINRA?
No. Connor Williamson has no current broker registration.
How can I verify Connor Williamson’s record?
Search CRD 7793544 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Connor Williamson’s full registration record.
