Unclaimed Profile

Robert Donald Williams

SAGE ADVISORY SERVICES LTD CO·AUSTIN, Texas

Series 7, Series 16, Series 24, Series 63, Series 65Clean record24 years registeredSAGE ADVISORY SERVICES LTD CO

5900 SOUTHWEST PARKWAY, AUSTIN, TX 78735-6202CRD# 2729509Firm CRD# 106236

Profile Verification

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

Identity

Robert Donald Williams · AUSTIN, TX

Registration

CRD #2729509 · SAGE ADVISORY SERVICES LTD CO · 24 years registered

Brand Profile

Not yet started

Career History

SAGE ADVISORY SERVICES LTD CO

Jul 2004 – present

UBS FINANCIAL SERVICES INC.

Jun 2002 – May 2004

WEEHAWKEN, NJ

Registrations & Exams

FINRA examinations passed

Series 7

Series 16

Series 24

Series 63

Series 65

Registration record

First registered · June 3, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SAGE ADVISORY SERVICES LTD CO

CRD 106236 · SEC 801-52937

AUM

$22.7B

Regulatory assets under management

Employees

8,128 client accounts

Services offered by SAGE ADVISORY SERVICES LTD CO

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at SAGE ADVISORY SERVICES LTD CO →

Introduction

Speak with Robert

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

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

Looking for a financial advisor in AUSTIN?

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

Browse AUSTIN Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Robert Donald Williams offer?

Robert Donald Williams specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in AUSTIN, Texas for a consultation.

What are Robert Donald Williams's credentials?

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

Where is Robert Donald Williams located?

Robert Donald Williams is based in AUSTIN, Texas, working with SAGE ADVISORY SERVICES LTD CO. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.

How does Robert Donald Williams charge for services?

Robert Donald 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 SAGE ADVISORY SERVICES LTD CO?

SAGE ADVISORY SERVICES LTD CO has approximately 53 employees and manages $22.7B 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 →