Andrew James Williams
Investment adviser representative at B.O.S.S. Retirement Advisors, LLC
12 yearsExperience
1 stateRegistered in
$1.4BFirm assets
6 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.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
12 years in the industry.
- B.O.S.S. Retirement Advisors, LLCDec 2025 to now
- Boss Retirement Solutions, LLCDec 2025 to now
- Wells Fargo Bank, NAMay 2023 to now
- Wells Fargo Clearing Services, LLCMay 2023 to now
- Fidelity InvestmentsMar 2021 to Apr 2023
- The University of UtahJan 2014 to Jan 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (UT).
B.O.S.S. Retirement Advisors, LLC
$1.4BAssets managed
5,013Clients
46Advisers
6 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
- 7361932
- Firm CRD
- 171143