John Williams has been Managing Partner & Co-Founder of Quadrant Capital Group since August 2008, is a control person of the firm and directly owns between 25% and 50% of it. John Williams studied at Vanderbilt University.
Quadrant Capital Group LLC is a Cincinnati, OH firm with $5.4B under management, 417 clients and 20 advisers across 2 offices, as of its July 2026 filing.
John Williams is Managing Partner and Co-Founder, Chief Advisory Officer of Constellation Wealth Advisors. He leads the company's advisory team and has worked in the wealth management industry since 1995. Previously, he held portfolio management and advisory positions at Sanford Bernstein, PNC Bank and Fifth Third Bank. He is Treasurer of the United Way of Greater Cincinnati Foundation Board.
John Williams’ longest registration is the current one, 15 years at Quadrant Capital Group since 2010. Before joining Quadrant Capital Group in 2010, John Williams was registered through Fifth Third Securities, Inc.
- Constellation Wealth Advisors, LLC– · 2 yearsCincinnati, OH · Adviser representative · Firm CRD 289860
- – present · 15 yearsCincinnati, OH · Adviser representative · Firm CRD 147253
- Fifth Third Securities, Inc.– · 3 yearsCincinnati, OH · Adviser representative · Firm CRD 628
Professional designations
Listed by Quadrant Capital Group
- CFA
Investment adviser representative registrations
John Williams is registered as an investment adviser representative in Ohio, since December 2010.
- OhioSince 20 December 2010
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 4 May 2005 |
| Series 63 | Uniform Securities Agent State Law Examination | 3 January 1996 |
| Series 7 | General Securities Representative Examination | 27 December 1995 |
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- John Marshall Williams
- CRD
- 2669535
- Firm
- Quadrant Capital Group · CRD 147253
- Role
- Managing Partner & Co-Founder
- Office
- 255 EAST FIFTH ST., SUITE 3000, Cincinnati, OH 45202
- Registration
- Investment adviser registration
- In the industry since
- August 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- constellation-wealth.com
Where does John Williams work?
John Williams has been Managing Partner & Co-Founder of Quadrant Capital Group LLC since August 2008, and is a control person of the firm.
Is John Williams a financial advisor?
Yes. John Williams has a current investment-adviser registration in Ohio, through Quadrant Capital Group since December 2010.
How many years of experience does John Williams have?
John Williams has 19 years in the financial industry, since August 2007, across 3 adviser firms.
What exams has John Williams passed?
John Williams has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in December 1995.
Where did John Williams work before Quadrant Capital Group?
Before Quadrant Capital Group, John Williams was registered through Fifth Third Securities, Inc., March 2005 to June 2008.
Where is John Williams based?
John Williams’ registered office is in Cincinnati, OH.
Is John Williams registered with FINRA?
No. John Williams has no current broker registration.
Is John Williams a CFA charterholder?
Quadrant Capital Group lists John Williams with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.
Source: John Williams, CFA biography, constellation-wealth.com
How can I verify John Williams’ record?
Search CRD 2669535 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Williams’ full registration record.
Kelly BonnellPartner & Chief Executive Officer- Patrick HayesChief Compliance Officer
Patrick LafleyManaging Partner & Co-Founder
David SnopkowskiPartner & Chief Investment Officer