Robert Donovan Williams
Investment adviser representative at Poinciana Advisors Group, LLC
11 yearsExperience
1 stateRegistered in
$396MFirm 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.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Poinciana Advisors Group, LLCJun 2026 to now
- The Breakers Palm BeachJun 2025 to Jun 2026
- Gateway Business AdvisorsMay 2024 to Aug 2024
- Island Girl Cigar BarJun 2022 to Aug 2023
- Florida State UniversityAug 2021 to May 2025
- Denco Cleaning & RestorationJul 2021 to Jun 2022
- Jupiter High SchoolAug 2018 to Jun 2021
- Boca Raton Commnity High SchoolAug 2017 to Jun 2018
- Eagles Landing Middle SchoolAug 2015 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
Poinciana Advisors Group, LLC
$396MAssets managed
112Clients
3Advisers
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
- 8301109
- Firm CRD
- 137423