Donald Drennen Williams
Investment adviser representative at Osaic Wealth, Inc.
18 yearsExperience
10 statesRegistered in
$234.9BFirm assets
29 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Osaic Wealth, Inc.Aug 2004 to now
- Jsl SecuritiesMar 2007 to Jun 2022
- J.smith Lanier & Co.Nov 2006 to Jun 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 10 states (AL, CA, FL, GA, IL, IN, KY, NJ, SD, TX).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 4744067
- Firm CRD
- 23131