Unclaimed Profile

Scott Michael Williams

SANFORD ADVISORY SERVICES, LLC·PORTAGE, Michigan

SIE, Series 7, Series 7TO, Series 9, Series 10, Series 63CFPClean record15 years registeredSANFORD ADVISORY SERVICES, LLC

590 W. CENTRE AVENUE, PORTAGE, MI 49024CRD# 4562578Firm CRD# 151388

Profile Verification

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

Identity

Scott Michael Williams · PORTAGE, MI

Registration

CRD #4562578 · SANFORD ADVISORY SERVICES, LLC · 15 years registered

Brand Profile

Not yet started

Career History

MERCER GLOBAL ADVISORS INC.

May 2022 – present

SANFORD ADVISORY

Sep 2010 – Mar 2023

PORTAGE, MI

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Aug 2010 – Oct 2020

PORTAGE, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 9

Series 10

Series 63

Registration record

First registered · August 26, 2010

Years registered · 15

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SANFORD ADVISORY SERVICES, LLC

CRD 151388 · SEC 801-119924

Employees

Total firm employees

Services offered by SANFORD ADVISORY SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SANFORD ADVISORY SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Scott Michael Williams offer?

Scott Michael Williams specializes in Financial Planning, Investment Management. Contact their office in PORTAGE, Michigan for a consultation.

What are Scott Michael Williams's credentials?

Scott Michael Williams holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Scott Michael Williams located?

Scott Michael Williams is based in PORTAGE, Michigan, working with SANFORD ADVISORY SERVICES, LLC. Their office serves clients in the PORTAGE metropolitan area and surrounding communities.

How does Scott Michael Williams charge for services?

Scott Michael 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 SANFORD ADVISORY SERVICES, LLC?

SANFORD ADVISORY SERVICES, LLC has approximately 4 employees. The firm is registered with the SEC as an investment adviser.

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