Roy
Williams

Prestige Wealth Management Group, LLC

CRD#1161149
Investment Advisor
in Flemington, NJ

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About this Advisor

Roy Williams is a financial advisor based in Flemington, New Jersey, working with Prestige Wealth Management Group, LLC. Roy has previously held positions at Prestige Wealth Management Group, LLC, Triad Advisors, Inc, and Prestige Wealth Services Group, Inc. Roy has passed the Series 63 regulatory exam and is registered to provide services in Florida, New Jersey, and Texas. Currently, Roy is part of Prestige Wealth Management Group, LLC, which operates out of Flemington, New Jersey. The firm has 3 offices and 12 employees. The firm manages assets totaling $498.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Prestige Wealth Management Group, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

31 State Route 12
Flemington, NJ 08822

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Prestige Wealth Management Group, LLC Brokerage Details

Total Assets Under Management

$498,489,181

NJ Average: $10,121,009,343
Total Number of Employees

12

NJ Average: 92
Total Number of Accounts

1,152

NJ Average: 6,978
Average Account Size

$432,716

NJ Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Roy Williams Work History

2013 - Present (11 years)

Prestige Wealth Services Group, Inc

2011 - Present (13 years)

Triad Advisors, Inc

1995 - Present (29 years)

Prestige Wealth Management Group, LLC

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

Nathaniel Hodgson
Flemington, NJ
John Deangelo
Flemington, NJ
Michael Williams
Flemington, NJ
Paul Esposito
Flemington, NJ
Howard Spivack
Flemington, NJ
Roy Williams
Flemington, NJ

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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