Connor Antonio Williamson
Investment adviser representative at Rightoak Asset Management, LLC
11 yearsExperience
2 statesRegistered in
$111.9MFirm assets
1 yearFirm 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
11 years in the industry.
- Rightoak Asset Management, LLCSep 2025 to now
- AldiJun 2024 to Aug 2024
- Ten Point FinancialAug 2023 to Sep 2025
- Michigan State UniversityAug 2022 to May 2025
- Mason High SchoolAug 2018 to May 2022
- Mason Middle SchoolAug 2015 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
Rightoak Asset Management, LLC
$111.9MAssets managed
742Clients
9Advisers
1 yearIn 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
- 7793544
- Firm CRD
- 337832