Unclaimed Profile

Robert Lee George Williams

BALTIMORE WASHINGTON FINANCIAL ADVISORS INC·COLUMBIA, Maryland

Series 65Clean record23 years registeredBALTIMORE WASHINGTON FINANCIAL ADVISORS INC

5950 SYMPHONY WOODS ROAD, COLUMBIA, MD 21044CRD# 1245764Firm CRD# 104625

Profile Verification

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

Identity

Robert Lee George Williams · COLUMBIA, MD

Registration

CRD #1245764 · BALTIMORE WASHINGTON FINANCIAL ADVISORS INC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BALTIMORE WASHINGTON FINANCIAL ADVISORS INC

BALTIMORE-WASHINGTON FINANCIAL ADVISORS

Jul 2012 – Nov 2018

COLUMBIA, MD

BALTIMORE WASHINGTON FINANCIAL ADVISORS INC

Mar 2003 – Aug 2012

COLUMBIA, MD

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 19, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BALTIMORE WASHINGTON FINANCIAL ADVISORS INC

CRD 104625 · SEC 801-27754

AUM

$277M

Regulatory assets under management

Employees

376 client accounts

Services offered by BALTIMORE WASHINGTON FINANCIAL ADVISORS INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BALTIMORE WASHINGTON FINANCIAL ADVISORS INC →

Introduction

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Frequently Asked Questions

What services does Robert Lee George Williams offer?

Robert Lee George Williams specializes in Financial Planning, Investment Management.

What are Robert Lee George Williams's credentials?

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

Where is Robert Lee George Williams located?

Robert Lee George Williams is based in COLUMBIA, Maryland, last registered with BALTIMORE WASHINGTON FINANCIAL ADVISORS INC.

How does Robert Lee George Williams charge for services?

Robert Lee George Williams's firm is compensated through percentage of aum, other: flat project fees for retirement & estate planning. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BALTIMORE WASHINGTON FINANCIAL ADVISORS INC?

BALTIMORE WASHINGTON FINANCIAL ADVISORS INC has approximately 11 employees and manages $277M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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