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Andrew Raymond Williams

Amundi Asset Management US, Inc.

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About Andrew Raymond Williams

Andrew Raymond Williams is an active investment advisor representative registered with the state of Massachusetts. Andrew has been in the industry since June 2023 and is currently employed by Amundi Asset Management US, Inc. Andrew is registered with FINRA and the state of Massachusetts as an investment advisor representative. Andrew has passed the Series 63, Series 65, and Series 6TO exams and the Securities Industry Essentials (SIE) exam. Andrew has experience working with a range of clients including insurance companies, investment companies, charitable organizations, and pooled investment vehicles.

Firm Information

Andrew Williams is currently registered with Amundi Asset Management US, Inc.. Amundi Asset Management US, Inc. is an investment advisor registered with the SEC. The firm has offices in Boston, MA and manages more than $50 billion in assets. They offer a range of portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles.
Amundi Asset Management US, Inc.

60 STATE STREET

BOSTON, MA 02109-1820

$119.88B

Assets Under Management

Not reported

Total Clients

76

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Andrew Williams’s Registration & Firm History

MA

08/13/2024 - Present

Amundi Asset Management US, Inc. (BOSTON MA)

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Licenses & Designations

IA

Issued 08/07/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/28/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/26/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 02/08/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew Raymond Williams.
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