Roy
Williams
Prestige Wealth Management Group, LLC
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About this Advisor
Roy Williams is a chartered financial consultant working out of Flemington, New Jersey with a total of 19 years of relevant experience. Williams is on the advisory team at Prestige Wealth Management Group, LLC. Over the course of their career, Williams has held roles at Prestige Wealth Management Group, LLC, Triad Advisors, Inc and Prestige Wealth Services Group, Inc. Williams maintains a Series 63 license, designating them as a securities broker, and is registered to operate in Florida, New Jersey and Texas. Prestige Wealth Management Group, LLC is a firm that has its headquarters in Flemington, NJ. The firm has offices in two locations and a total of eight employees. It controls $463 million in assets under management among its 1,142 customer accounts, placing it among the larger investment advisory firms in the country by assets under management. Of its 1,142 client accounts, 44% belong to high-net-worth clients who have at least $1 million in investable assets. Prestige Wealth Management Group, LLC has a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules largely are based on which services the firm provides the client. Fee types charged by Prestige Wealth Management Group, LLC can consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Prestige Wealth Management Group, LLC Brokerage Details
$463,285,994
8
1,142
$405,680
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Roy Williams Work History
Roy has been registered as a financial advisor for 19 years.*
Prestige Wealth Services Group, Inc
Triad Advisors, Inc
Prestige Wealth Management Group, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Roy Williams to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Prestige Wealth Management Group, LLC
Flemington, NJ
Flemington, NJ
Flemington, NJ
Flemington, NJ
Flemington, NJ
Flemington, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. 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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