Unclaimed Profile

Chris Williams

CAPITAL FIDUCIARY ADVISORS, LLC·RESTON, Virginia

Series 7, Series 66Clean record19 years registeredCAPITAL FIDUCIARY ADVISORS, LLC

1800 ROBERT FULTON DRIVE, RESTON, VA 20191CRD# 5236046Firm CRD# 153075

Profile Verification

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

Identity

Chris Williams · RESTON, VA

Registration

CRD #5236046 · CAPITAL FIDUCIARY ADVISORS, LLC · 19 years registered

Brand Profile

Not yet started

Career History

CAPITAL FIDUCIARY ADVISORS

Jul 2021 – present

ANDERSEN

May 2016 – Jul 2021

MCLEAN, VA

CAPITAL FIDUCIARY ADVISORS, LLC

Jul 2011 – Jul 2016

RESTON, VA

CAPITAL FIDUCIARY ADVISORS, INC.

Jan 2010 – Sep 2011

LEESBURG, VA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Feb 2007 – Dec 2008

VIENNA, VA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · February 21, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPITAL FIDUCIARY ADVISORS, LLC

CRD 153075 · SEC 801-72594

AUM

$147M

Regulatory assets under management

Employees

358 client accounts

Services offered by CAPITAL FIDUCIARY ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CAPITAL FIDUCIARY ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Chris Williams offer?

Chris Williams specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RESTON, Virginia for a consultation.

What are Chris Williams's credentials?

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

Where is Chris Williams located?

Chris Williams is based in RESTON, Virginia, working with CAPITAL FIDUCIARY ADVISORS, LLC. Their office serves clients in the RESTON metropolitan area and surrounding communities.

How does Chris Williams charge for services?

Chris 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 CAPITAL FIDUCIARY ADVISORS, LLC?

CAPITAL FIDUCIARY ADVISORS, LLC has approximately 1 employees and manages $147M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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