Michael Williamson has been an investment adviser representative at Advr since October 2024, and is not listed among the firm’s executive officers or direct owners.
Advr, Inc is a Charleston, SC firm with $127M under management, 426 clients and 3 advisers in one office, as of its March 2026 filing.
Michael Williamson’s longest registration was 8 years at Wells Fargo Clearing Services, LLC (2013–2021). Before joining Advr in 2024, Michael Williamson was registered through First Citizens Investor Services, Inc. and Wells Fargo Clearing Services, LLC.
- First Citizens Investor Services, Inc.– · 3 yearsCharleston, SC · Adviser representative · Firm CRD 44430
- Wells Fargo Clearing Services, LLC– · 8 yearsMount Pleasant, SC · Adviser representative · Firm CRD 19616
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 1 yearNorfolk, VA · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
Michael Williamson is registered as an investment adviser representative in South Carolina, since October 2024.
- South CarolinaSince 23 October 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 29 October 2011 |
| Series 7 | General Securities Representative Examination | 24 September 2011 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Michael M Williamson
- CRD
- 5963437
- Firm
- Advr · CRD 318823
- Office
- 525 KING STREET, STE B, Charleston, SC 29403
- Registration
- Investment adviser registration
- In the industry since
- January 2012
- Disciplinary history
- Not yet shown here · SEC record
Where does Michael Williamson work?
Michael Williamson is an investment adviser representative registered through Advr, Inc since October 2024, and is not listed among the firm’s executive officers or direct owners.
Is Michael Williamson a financial advisor?
Yes. Michael Williamson has a current investment-adviser registration in South Carolina, through Advr since October 2024.
How many years of experience does Michael Williamson have?
Michael Williamson has 14 years in the financial industry, since January 2012, across 4 adviser firms.
What exams has Michael Williamson passed?
Michael Williamson has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 2011. FINRA credited Michael Williamson with the SIE, which began in October 2018.
Where did Michael Williamson work before Advr?
Before Advr, Michael Williamson was registered through First Citizens Investor Services, Inc., July 2021 to October 2024; Wells Fargo Clearing Services, LLC, March 2013 to June 2021; Merrill Lynch, Pierce, Fenner & Smith Incorporated, November 2011 to December 2012.
Where is Michael Williamson based?
Michael Williamson’s registered office is in Charleston, SC.
Is Michael Williamson registered with FINRA?
No. Michael Williamson has no current broker registration.
How can I verify Michael Williamson’s record?
Search CRD 5963437 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Williamson’s full registration record.
- Hunter StunziCEO, Chief Compliance Officer
- Scott HowellShareholder
- Steven SwansonShareholder
- Jane EudyShareholder
- Chris MettlerShareholder