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Christopher James Williams

Capital Fiduciary Advisors

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About Christopher James Williams

Christopher Williams is a registered investment advisor representative with Capital Fiduciary Advisors. Christopher has been in the financial services industry since 2007. Christopher has held previous positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Andersen. Christopher is currently registered with the state of Virginia.

Firm Information

Christopher Williams is currently registered with Capital Fiduciary Advisors. Capital Fiduciary Advisors is a registered investment advisor with approximately $50,917,246 in regulatory assets under management. The firm provides financial planning, educational seminars, selection of other advisors, and portfolio management services for individuals and businesses. They have 125 total accounts, of which 125 are discretionary accounts. The firm primarily serves high-net-worth individuals (23 clients with $46,806,093 in assets under management) and individuals other than high-net-worth (16 clients with $4,111,153 in assets under management).

$50.92M

Assets Under Management

Not reported

Total Clients

1

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Christopher Williams’s Registration & Firm History

VA

07/14/2021 - Present

Capital Fiduciary Advisors (ASHBURN VA)

VA

01/04/2007 - 12/22/2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (VIENNA VA)

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Licenses & Designations

BOTH

Issued 02/20/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/03/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher James Williams.
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