Unclaimed Profile

Michael Wayne Williams

TRUVESTMENTS CAPITAL LLC·SARASOTA, Florida

Series 3, Series 7, Series 63, Series 6619 years registeredTRUVESTMENTS CAPITAL LLC

5391 LAKEWOOD RANCH BLVD N, SARASOTA, FL 34240CRD# 721975Firm CRD# 291297

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Wayne Williams · SARASOTA, FL

Registration

CRD #721975 · TRUVESTMENTS CAPITAL LLC · 19 years registered

Brand Profile

Not yet started

Career History

TRUVESTMENTS CAPITAL LLC

Mar 2018 – present

TRUVESTMENTS CAPITAL LLC

Aug 2017 – Mar 2018

BRADENTON, FL

INSIGHT FOLIOS

Jan 2017 – Aug 2017

CHICAGO, IL

GENESIS ASSET MANAGEMENT, LLC

Jun 2012 – Dec 2016

CHICAGO, IL

NATIONS FINANCIAL GROUP, INC.

Mar 2007 – Jun 2007

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 63

Series 66

Registration record

First registered · March 14, 2007

Years registered · 19

Disclosure History

1989Customer Dispute·Award / Judgment

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, limited to the records FINRA BrokerCheck displays, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

TRUVESTMENTS CAPITAL LLC

CRD 291297 · SEC 801-112243

AUM

$363M

Regulatory assets under management

Employees

1,587 client accounts

Services offered by TRUVESTMENTS CAPITAL LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TRUVESTMENTS CAPITAL LLC →

Introduction

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Frequently Asked Questions

What services does Michael Wayne Williams offer?

Michael Wayne Williams specializes in Financial Planning, Investment Management. Contact their office in SARASOTA, Florida for a consultation.

What are Michael Wayne Williams's credentials?

Michael Wayne Williams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Wayne Williams located?

Michael Wayne Williams is based in SARASOTA, Florida, working with TRUVESTMENTS CAPITAL LLC. Their office serves clients in the SARASOTA metropolitan area and surrounding communities.

How does Michael Wayne Williams charge for services?

Michael Wayne Williams's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRUVESTMENTS CAPITAL LLC?

TRUVESTMENTS CAPITAL LLC has approximately 14 employees and manages $363M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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