Sandra Anne Williams
Investment adviser representative at Park Avenue Securities LLC
17 yearsExperience
14 statesRegistered in
ChFC®Designation
$19.6BFirm assets
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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
- Seminars and workshops
Experience
17 years in the industry.
- Guardian Life Insurance CompanyJun 2024 to now
- Park Avenue Securities, LLCMay 2019 to now
- Guardian Life Insurance Co of AmericaApr 2019 to now
- The W Coaching Group, IncSep 2013 to now
- Williams Intelligent Technologies, IncApr 2009 to Dec 2018
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 14 states (AZ, CA, CT, FL, KS, MI, MN, NV, NY, PA, SD, TX, UT, WY).
Park Avenue Securities LLC
$19.6BAssets managed
82,118Clients
1,904Advisers
25 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
- 6942023
- Firm CRD
- 46173