Trigg Williamson has been an investment adviser representative at Advr since July 2025, 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.
Trigg Williamson’s longest registration was 2 years at Nuveen Asset Management, LLC (2023–2025). Before joining Advr in 2025, Trigg Williamson was registered through Nuveen Asset Management, LLC and Morgan Stanley.
- Nuveen Asset Management, LLC– · 2 yearsChicago, IL · Adviser representative · Firm CRD 155584
- Morgan Stanley– · 2 yearsGilbert, AZ · Adviser representative · Firm CRD 149777
Investment adviser representative registrations
Trigg Williamson is registered as an investment adviser representative in 13 states, as a resident of Texas. The first approvals date from July 2025; the most recent is Indiana, in February 2026.
- CaliforniaSince 29 July 2025
- ColoradoSince 4 August 2025
- IllinoisSince 29 July 2025
- IndianaSince 10 February 2026
- MarylandSince 29 July 2025
- MichiganSince 4 August 2025
- New JerseySince 6 August 2025
- New YorkSince 4 August 2025
- North CarolinaSince 4 August 2025
- South CarolinaSince 4 August 2025
- TexasResidentSince 29 July 2025
- VirginiaSince 4 August 2025
- WashingtonSince 8 August 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 8 December 2020 |
| Series 7TO | General Securities Representative Examination | 18 February 2020 |
| Series 63 | Uniform Securities Agent State Law Examination | 6 September 2019 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 23 August 2019 |
| SIE | Securities Industry Essentials Examination | 11 June 2019 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Trigg Lewis Williamson
- CRD
- 7024411
- Firm
- Advr · CRD 318823
- Office
- Charlotte, NC
- Registration
- Investment adviser registration
- In the industry since
- December 2019
- Disciplinary history
- Not yet shown here · SEC record
Where does Trigg Williamson work?
Trigg Williamson is an investment adviser representative registered through Advr, Inc since July 2025, and is not listed among the firm’s executive officers or direct owners.
Is Trigg Williamson a financial advisor?
Yes. Trigg Williamson has a current investment-adviser registration in California, Colorado, Illinois, Indiana, Maryland, Michigan, New Jersey, New York, North Carolina, South Carolina, Texas, Virginia and Washington, through Advr since July 2025.
How many years of experience does Trigg Williamson have?
Trigg Williamson has 6 years in the financial industry, since December 2019, across 3 adviser firms.
What exams has Trigg Williamson passed?
Trigg Williamson has passed 5 licensing exams: the SIE, Series 6TO, Series 63, Series 7TO and Series 66. The earliest, the SIE, was passed in June 2019.
Where did Trigg Williamson work before Advr?
Before Advr, Trigg Williamson was registered through Nuveen Asset Management, LLC, February 2023 to May 2025; Morgan Stanley, December 2020 to December 2022.
Where is Trigg Williamson based?
Trigg Williamson’s registered office is in Charlotte, NC.
Is Trigg Williamson registered with FINRA?
No. Trigg Williamson has no current broker registration.
How can I verify Trigg Williamson’s record?
Search CRD 7024411 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Trigg Williamson’s full registration record.
- Hunter StunziCEO, Chief Compliance Officer
- Scott HowellShareholder
- Steven SwansonShareholder
- Jane EudyShareholder
- Chris MettlerShareholder