Unclaimed Profile

William Harry Willson

ANTHONY SMITH ADVISORS, INC.·ATLANTA, Georgia

Series 65Clean record13 years registeredANTHONY SMITH ADVISORS, INC.

2999 PIEDMONT ROAD, N.E., ATLANTA, GA 30305-2605CRD# 6146265Firm CRD# 125730

Profile Verification

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

Identity

William Harry Willson · ATLANTA, GA

Registration

CRD #6146265 · ANTHONY SMITH ADVISORS, INC. · 13 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ANTHONY SMITH ADVISORS, INC.

PATTON ALBERTSON MILLER GROUP, LLC

Apr 2019 – Jun 2020

Atlanta, GA

ANTHONY SMITH ADVISORS, INC.

May 2013 – Apr 2019

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · May 30, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ANTHONY SMITH ADVISORS, INC.

CRD 125730 · SEC 801-67771

AUM

$234M

Regulatory assets under management

Employees

515 client accounts

Services offered by ANTHONY SMITH ADVISORS, INC.

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 ANTHONY SMITH ADVISORS, INC. →

Introduction

Speak with William

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if William is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ATLANTA?

Browse all registered financial advisors in ATLANTA, Georgia or claim this profile if it's yours.

Browse ATLANTA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does William Harry Willson offer?

William Harry Willson specializes in Financial Planning, Investment Management.

What are William Harry Willson's credentials?

William Harry Willson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Harry Willson located?

William Harry Willson is based in ATLANTA, Georgia, last registered with ANTHONY SMITH ADVISORS, INC..

How does William Harry Willson charge for services?

William Harry Willson's firm is compensated through percentage of aum, hourly charges, subscription fees, other: investment monitoring fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ANTHONY SMITH ADVISORS, INC.?

ANTHONY SMITH ADVISORS, INC. has approximately 11 employees and manages $234M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →