Daniel Akil Williams
Investment adviser representative at Capital Client Group, Inc.
13 yearsExperience
2 statesRegistered in
$0Firm assets
13 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.
Other
Experience
13 years in the industry.
- Capital Client Group, Inc.Sep 2026 to now
- Capital Group / Capital Client Group, Inc.Aug 2026 to now
- UnemployedNov 2025 to Jul 2026
- Brown Advisory/alps Distributors, Inc.Feb 2024 to Nov 2025
- T. Rowe Price Associates, Inc. /t. Rowe Price Inv. Svcs., Inc.Jul 2021 to Feb 2024
- Costar GroupNov 2018 to Jul 2021
- Climate Advisers (black River Engineering & Consulting)Jul 2016 to Oct 2018
- World Bank Group/ International Bank for ReconstructionJun 2016 to Oct 2018
- Black River Engineering & ConsultingAug 2013 to Oct 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (CA, MD).
Capital Client Group, Inc.
$0Assets managed
0Clients
606Advisers
13 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
- 5253354
- Firm CRD
- 6247