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Charles Mason Williams

CERTUS INVESTMENT ADVISORS, LLC·ATLANTA, Georgia
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1100 ABERNATHY ROAD, ATLANTA, GA 30328-5634CRD# 1067930Firm CRD# 159221
01

About

Charles Mason Williams is a registered financial advisor based in ATLANTA, Georgia, affiliated with CERTUS INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CERTUS INVESTMENT ADVISORS, LLC
CERTUS INVESTMENT ADVISORS, LLC
AUM
$21M
Regulatory assets under management
Employees
22
Total firm employees
View all advisors at CERTUS INVESTMENT ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1067930
Firm CRD# 159221
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Charles Mason Williams offer?
Charles Mason Williams specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in ATLANTA, Georgia for a consultation.
What are Charles Mason Williams's credentials?
Charles Mason Williams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Mason Williams located?
Charles Mason Williams is based in ATLANTA, Georgia, working with CERTUS INVESTMENT ADVISORS, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.
How does Charles Mason Williams charge for services?
Charles Mason Williams's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CERTUS INVESTMENT ADVISORS, LLC?
CERTUS INVESTMENT ADVISORS, LLC has approximately 22 employees and manages $21M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Georgia
ALPHARETTA (158)MARIETTA (62)ROSWELL (47)DULUTH (41)SAVANNAH (41)
City Guides
ALPHARETTA GuideMARIETTA GuideROSWELL GuideDULUTH GuideSAVANNAH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
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