Unclaimed Profile

Chad Tyler Williamson

GRATUS WEALTH ADVISORS LLC·VIRGINIA BEACH, Virginia

SIE, Series 7, Series 66CFPClean record10 years registeredGRATUS WEALTH ADVISORS LLC

192 BALLARD CT, VIRGINIA BEACH, VA 23462CRD# 6603651Firm CRD# 328641

Profile Verification

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

Identity

Chad Tyler Williamson · VIRGINIA BEACH, VA

Registration

CRD #6603651 · GRATUS WEALTH ADVISORS LLC · 10 years registered

Brand Profile

Not yet started

Career History

GRATUS WEALTH ADVISORS LLC

Jan 2024 – present

NEWEDGE ADVISORS

Feb 2022 – Feb 2024

Virginia Beach, VA

TRUIST ADVISORY SERVICES, INC.

Feb 2021 – Nov 2021

ATLANTA, GA

BB&T SECURITIES, LLC

Jan 2018 – Feb 2021

RICHMOND, VA

BB&T INVESTMENT SERVICES, INC.

Mar 2016 – Jan 2018

WILLIAMSBURG, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · March 17, 2016

Years registered · 10

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GRATUS WEALTH ADVISORS LLC

CRD 328641 · SEC 801-129165

AUM

$591M

Regulatory assets under management

Employees

952 client accounts

Services offered by GRATUS WEALTH 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 GRATUS WEALTH ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Chad Tyler Williamson offer?

Chad Tyler Williamson specializes in Financial Planning, Investment Management. Contact their office in VIRGINIA BEACH, Virginia for a consultation.

What are Chad Tyler Williamson's credentials?

Chad Tyler Williamson holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Chad Tyler Williamson located?

Chad Tyler Williamson is based in VIRGINIA BEACH, Virginia, working with GRATUS WEALTH ADVISORS LLC. Their office serves clients in the VIRGINIA BEACH metropolitan area and surrounding communities.

How does Chad Tyler Williamson charge for services?

Chad Tyler Williamson's firm is compensated through percentage of aum, hourly charges, subscription fees, other: annual retainer based. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GRATUS WEALTH ADVISORS LLC?

GRATUS WEALTH ADVISORS LLC has approximately 7 employees and manages $591M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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