Matthew Williams
Investment adviser representative at Oneascent Financial Services LLC
15 yearsExperience
1 stateRegistered in
$3.5BFirm assets
10 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
15 years in the industry.
- Oneascent Financial Services, LLCMar 2026 to now
- Cetera Investment Advisers LLCFeb 2025 to Mar 2026
- Cetera Wealth Services, LLCFeb 2025 to Mar 2026
- Concourse Financial Group Securities IncFeb 2011 to Feb 2025
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (AL).
Oneascent Financial Services LLC
$3.5BAssets managed
5,279Clients
79Advisers
10 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
- 5372880
- Firm CRD
- 284549