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Maxwell Schuler Williamson

Brooklands Capital Strategies BD, LP

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About Maxwell Schuler Williamson

Maxwell Williamson is a financial professional with experience in the securities industry. Maxwell has passed the Series 7, 63, SIE and 79 exams. Maxwell is currently registered with Brooklands Capital Strategies BD, LP, and is located in San Francisco, CA. Previously, Maxwell worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY.

Firm Information

Maxwell Williamson is currently registered with Brooklands Capital Strategies BD, LP. Brooklands Capital Strategies BD, LP is a Partnership formed on January 12, 2016. The firm is registered with the SEC and in all 51 states.

Not reported

Assets Under Management

Not reported

Total Clients

7

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.

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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Maxwell Williamson’s Registration & Firm History

CA

10/05/2020 - Present

Brooklands Capital Strategies BD, LP (SAN FRANCISCO CA)

NY

08/13/2018 - 04/22/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/17/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/05/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/12/2018

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Maxwell Schuler Williamson.
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