Owen Patrick Williamson
Investment adviser representative at Williamson Legacy Group, LLC
12 yearsExperience
2 statesRegistered in
$183.1MFirm assets
4 yearsFirm in business
Are you Owen Patrick Williamson? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Williamson Legacy Group, LLCMar 2022 to now
- Axxcess Wealth Management, LLCAug 2021 to Feb 2022
- City of TampaNov 2019 to Aug 2021
- Nyc ParksAug 2014 to Oct 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (IN, NY).
Williamson Legacy Group, LLC
$183.1MAssets managed
348Clients
5Advisers
4 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
- 5827559
- Firm CRD
- 318629