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Brendon John Williams

Investment adviser representative at Navellier & Associates Inc
11 yearsExperience
48 statesRegistered in
$1.3BFirm assets
38 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsPerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management
  • Seminars and workshops

Experience

11 years in the industry.

  1. Rm Securities, LLCJul 2023 to now
  2. Realty Mogul, Co.Oct 2017 to now
  3. Navellier & Associates, Inc.Apr 2015 to now
  4. North Capital Private SecuritiesOct 2017 to Aug 2020

Exams passed

  • Series 65 · Uniform Investment Adviser Law2015
  • Series 63 · Uniform Securities Agent State Law2023

State registrations

Registered as an investment adviser representative in 48 states (AK, AL, AR, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, OH, OK, OR, PA, PR, RI, SC, SD, TX, UT, VA, VI, VT, WA, WI, WV).

Navellier & Associates Inc

$1.3BAssets managed
1,321Clients
12Advisers
38 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2619289
Firm CRD
107568
Advisor's SEC record (opens in a new tab)
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