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Michael Louis Williams

Investment adviser representative at The Pillar Strategies
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$175.2MFirm 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 assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

15 years in the industry.

  1. Osaic Wealth, Inc.Aug 2024 to now
  2. The Pillar StrategiesDec 2018 to now
  3. Prestige Wealth Management GroupSep 2018 to now
  4. Prestige Wealth Services GroupSep 2018 to now
  5. Triad AdvisorsSep 2018 to Aug 2024
  6. Wells FargoFeb 2011 to Aug 2018

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2018

State registrations

Registered as an investment adviser representative in 1 state (NJ).

The Pillar Strategies

Legal name: Prestige Wealth Services Group, Inc.

$175.2MAssets managed
0Clients
4Advisers
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
7016872
Firm CRD
166641
Advisor's SEC record (opens in a new tab)
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