Drew Michael Williams
Investment adviser representative at Ameriprise Financial Services, LLC
10 yearsExperience
1 stateRegistered in
$660.5BFirm assets
39 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 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
10 years in the industry.
- Ameriprise Financial Services, LLCJun 2026 to now
- UnemployedJan 2026 to Jun 2026
- Self-employedJan 2023 to Dec 2025
- Hit StrategiesMar 2022 to Aug 2025
- UnemployedJan 2022 to Feb 2022
- Brown UniversityJun 2021 to Dec 2021
- Global Strategy GroupSep 2019 to May 2021
- CitistaffingJul 2019 to Sep 2019
- Educational ConnectionsFeb 2019 to Jun 2019
- UnemployedJan 2019 to Feb 2019
- United States Senate Committee On AgricultureAug 2018 to Dec 2018
- Cornerstone Government AffairsMay 2018 to Aug 2018
- Brown UniversityJan 2016 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (VA).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 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
- 8305798
- Firm CRD
- 6363