Unclaimed Profile

Wesley S Williams

ASSET PRESERVATION ADVISORS, LLC·ATLANTA, Georgia

Series 7, Series 65, Series 66Clean record15 years registeredASSET PRESERVATION ADVISORS, LLC

3344 PEACHTREE ROAD, NE, ATLANTA, GA 30326CRD# 5880943Firm CRD# 106741

Profile Verification

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

Identity

Wesley S Williams · ATLANTA, GA

Registration

CRD #5880943 · ASSET PRESERVATION ADVISORS, LLC · 15 years registered

Brand Profile

Not yet started

Career History

ASSET PRESERVATION ADVISORS, LLC

Mar 2025 – present

MORGAN STANLEY SMITH BARNEY LLC

Feb 2012 – May 2012

CHATTANOOGA, TN

STERNE AGEE INVESTMENT ADVISORS, INC.

May 2011 – Feb 2012

CHATTANOOGA, TN

Registrations & Exams

FINRA examinations passed

Series 7

Series 65

Series 66

Registration record

First registered · May 10, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ASSET PRESERVATION ADVISORS, LLC

CRD 106741 · SEC 801-41636

AUM

$6.9B

Regulatory assets under management

Employees

2,149 client accounts

Services offered by ASSET PRESERVATION ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at ASSET PRESERVATION ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Wesley S Williams offer?

Wesley S Williams specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in ATLANTA, Georgia for a consultation.

What are Wesley S Williams's credentials?

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

Where is Wesley S Williams located?

Wesley S Williams is based in ATLANTA, Georgia, working with ASSET PRESERVATION ADVISORS, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.

How does Wesley S Williams charge for services?

Wesley S Williams's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ASSET PRESERVATION ADVISORS, LLC?

ASSET PRESERVATION ADVISORS, LLC has approximately 25 employees and manages $6.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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