Daniel
Williams
Great Point Advisors, LLC
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About this Advisor
Daniel Williams is a financial advisor based in Wellfleet, Massachusetts, working with Great Point Advisors, LLC. Daniel has previously held positions at The Strategic Financial Alliance, Inc, Acorn Financial Advisory Services, Great Point Capital, LLC, and Great Point Advisors, LLC. Daniel has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts. Currently, Daniel is part of Great Point Advisors, LLC, which operates out of Wellfleet, Massachusetts. The firm has 22 employees and manages assets totaling $14.6 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Great Point Advisors, LLC includes asset-based, hourly, and fixed fees.
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Great Point Advisors, LLC Brokerage Details
$14,580,323
22
88
$165,685
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Daniel Williams Work History
Great Point Advisors, LLC
Great Point Capital, LLC
The Strategic Financial Alliance, Inc
Acorn Financial Advisory Services
Disclosures
Please visit the SEC profile of Daniel Williams to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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