Owen Williamson has been an investment adviser representative at Williamson Legacy Group since March 2022, and is not listed among the firm’s executive officers or direct owners. Owen Williamson holds a Bachelor's degree in Environmental Management from Indiana University.
Williamson Legacy Group, LLC is a firm with $183M under management, 348 clients and 5 advisers across 5 offices, as of its March 2026 filing.
Owen Williamson is an Investment Advisor Representative of Williamson Legacy Group, based in Noblesville, Indiana. He began his career at the firm in 2021 after seven years in municipal arboriculture. His earlier work included managing street tree planting contracts in New York City.
Owen Williamson’s longest registration is the current one, 4 years at Williamson Legacy Group since 2022. Before joining Williamson Legacy Group in 2022, Owen Williamson was registered through Axxcess Wealth Management, LLC.
- Williamson Legacy Group, LLCCurrent– present · 4 yearsBrooklyn, NY · Adviser representative · Firm CRD 318629
- Axxcess Wealth Management, LLC– · under a yearIndianapolis, IN · Adviser representative · Firm CRD 164081
Investment adviser representative registrations
Owen Williamson is registered as an investment adviser representative in 2 states. Each was approved in March 2022.
- IndianaSince 21 March 2022
- New YorkSince 21 March 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 23 June 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Owen Patrick Williamson
- CRD
- 5827559
- Firm
- Williamson Legacy Group · CRD 318629
- Office
- Brooklyn, NY
- Registration
- Investment adviser registration
- In the industry since
- August 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- williamsonlegacygroup.com
Where does Owen Williamson work?
Owen Williamson is an investment adviser representative registered through Williamson Legacy Group, LLC since March 2022, and is not listed among the firm’s executive officers or direct owners.
Is Owen Williamson a financial advisor?
Yes. Owen Williamson has a current investment-adviser registration in Indiana and New York, through Williamson Legacy Group since March 2022.
How many years of experience does Owen Williamson have?
Owen Williamson has 5 years in the financial industry, since August 2021, across 2 adviser firms.
What exams has Owen Williamson passed?
Owen Williamson passed the Series 65 in June 2021.
Where is Owen Williamson based?
Owen Williamson’s registered office is in Brooklyn, NY.
Is Owen Williamson registered with FINRA?
No. Owen Williamson has no current broker registration.
How can I verify Owen Williamson’s record?
Search CRD 5827559 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Owen Williamson’s full registration record.
