John
Williams
Constellation Wealth Advisors
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About this Advisor
John Williams is a chartered financial analyst working in Cincinnati, Ohio with 13 years of industry experience. Williams is on the advisory team at Constellation Wealth Advisors. Their career trajectory has included roles at Quadrant Capital Group, LLC and Constellation Wealth Advisors, LLC. Williams maintains Series 63 and Series 66 licenses, designating them as a securities broker, and is registered to operate in Ohio. Constellation Wealth Advisors is a business based in Cincinnati, OH. The company has offices in two locations and a total of 30 employees. It oversees $3 billion in assets under management between its 1,975 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm advises four charitable organizations. Of its 1,975 customer accounts, 57% belong to high-net-worth clients who have greater than $1 million in investable assets. Constellation Wealth Advisors provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advice usually depend on the type of financial services provided. Fee types charged by Constellation Wealth Advisors can consist of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Constellation Wealth Advisors Brokerage Details
$3,047,335,087
30
1,975
$1,542,954
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
John Williams Work History
John has been registered as a financial advisor for 13 years.*
Constellation Wealth Advisors, LLC
Quadrant Capital 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 John 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 Constellation Wealth Advisors
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
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