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Brent David Williams

HALIFAX INVESTMENT MANAGEMENT, L.L.C.·WASHINGTON, District of Columbia
Clean recordHALIFAX INVESTMENT MANAGEMENT, L.L.C.
1133 CONNECTICUT AVENUE, NW, WASHINGTON, DC 20036CRD# 2507744Firm CRD# 152789

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brent David Williams · WASHINGTON, DC
Registration
CRD #2507744 · HALIFAX INVESTMENT MANAGEMENT, L.L.C.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Brent David Williams is a registered financial advisor based in WASHINGTON, District of Columbia, affiliated with HALIFAX INVESTMENT MANAGEMENT, L.L.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
HALIFAX INVESTMENT MANAGEMENT, L.L.C.
HALIFAX INVESTMENT MANAGEMENT, L.L.C.
AUM
$1.6B
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at HALIFAX INVESTMENT MANAGEMENT, L.L.C. →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: CONSULTING
Regulatory
SEC/IARD CRD# 2507744
Firm CRD# 152789
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brent David Williams offer?
Brent David Williams specializes in Retirement Planning. Contact their office in WASHINGTON, District of Columbia for a consultation.
What are Brent David Williams's credentials?
Brent David Williams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brent David Williams located?
Brent David Williams is based in WASHINGTON, District of Columbia, working with HALIFAX INVESTMENT MANAGEMENT, L.L.C.. Their office serves clients in the WASHINGTON metropolitan area and surrounding communities.
How does Brent David Williams charge for services?
Brent David Williams's firm is compensated through percentage of aum, performance-based fees, other: consulting. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HALIFAX INVESTMENT MANAGEMENT, L.L.C.?
HALIFAX INVESTMENT MANAGEMENT, L.L.C. has approximately 16 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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David Yossi Bard
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