Unclaimed Profile

Sabrina A Williams

EFFICIENT ADVISORS, LLC·PHILADELPHIA, Pennsylvania

Series 65Clean record7 years registeredEFFICIENT ADVISORS, LLC

1801 MARKET STREET, PHILADELPHIA, PA 19103CRD# 7051901Firm CRD# 150144

Profile Verification

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

Identity

Sabrina A Williams · PHILADELPHIA, PA

Registration

CRD #7051901 · EFFICIENT ADVISORS, LLC · 7 years registered

Brand Profile

Not yet started

Career History

ASSETMARK, INC.

Jun 2026 – present

EFFICIENT ADVISORS

May 2021 – Jun 2026

Cincinnati, OH

SOWELL MANAGEMENT

May 2019 – Dec 2023

NORTH LITTLE ROCK, AR

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · May 4, 2019

Years registered · 7

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EFFICIENT ADVISORS, LLC

CRD 150144 · SEC 801-70110

AUM

$2.4B

Regulatory assets under management

Employees

15,510 client accounts

Services offered by EFFICIENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at EFFICIENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Sabrina A Williams offer?

Sabrina A Williams specializes in Financial Planning, Investment Management. Contact their office in PHILADELPHIA, Pennsylvania for a consultation.

What are Sabrina A Williams's credentials?

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

Where is Sabrina A Williams located?

Sabrina A Williams is based in PHILADELPHIA, Pennsylvania, working with EFFICIENT ADVISORS, LLC. Their office serves clients in the PHILADELPHIA metropolitan area and surrounding communities.

How does Sabrina A Williams charge for services?

Sabrina A 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 EFFICIENT ADVISORS, LLC?

EFFICIENT ADVISORS, LLC has approximately 25 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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