Unclaimed Profile

Samuel Lee Williams

COMPASS CAPITAL CORPORATION·BRAINTREE, Massachusetts

Clean recordCOMPASS CAPITAL CORPORATION

50 BRAINTREE HILL OFFICE PARK, BRAINTREE, MA 02184-8734CRD# 4409918Firm CRD# 112323

Profile Verification

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

Identity

Samuel Lee Williams · BRAINTREE, MA

Registration

CRD #4409918 · COMPASS CAPITAL CORPORATION

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Samuel Lee Williams is a registered financial advisor based in BRAINTREE, Massachusetts, affiliated with COMPASS CAPITAL CORPORATION. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

COMPASS CAPITAL CORPORATION

AUM

$591M

Regulatory assets under management

Employees

Total firm employees

View all advisors at COMPASS CAPITAL CORPORATION →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4409918

Firm CRD# 112323

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Samuel Lee Williams offer?

Samuel Lee Williams specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BRAINTREE, Massachusetts for a consultation.

What are Samuel Lee Williams's credentials?

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

Where is Samuel Lee Williams located?

Samuel Lee Williams is based in BRAINTREE, Massachusetts, working with COMPASS CAPITAL CORPORATION. Their office serves clients in the BRAINTREE metropolitan area and surrounding communities.

How does Samuel Lee Williams charge for services?

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

How large is COMPASS CAPITAL CORPORATION?

COMPASS CAPITAL CORPORATION has approximately 15 employees and manages $591M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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