Gregory Michael Williams

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2006 → 09/2020
  Securities Service Network, Inc.
  Tolland, CT
• 02/2006 → 09/2020
  Ssn Advisory, Inc.
  Tolland, CT
• 09/2020 → 06/2024
  Securities America, Inc.
  Tolland, CT
• 09/2020 → 06/2024
  Securities America Advisors, Inc.
  Tolland, CT
• 06/2024 → Present
  Osaic Wealth, Inc.
  Tolland, CT

Previous Registrations

• 2020-09-18 → 2024-06-14
  Securities America Advisors, Inc.
  Tolland, CT
• 2006-02-27 → 2020-09-18
  Ssn Advisory, Inc.
  Tolland, CT
• 2004-02-19 → 2006-02-27
  Mml Investors Services, Llc
  Tolland, CT

Other Businesses

1. KMA WEALTH MANAGEMENT, LLC POSITION: owner NATURE: under KMA Wealth Management, LLC, I sell life/disability and health insurance products INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 10/01/2003 ADDRESS: 21 Chelsea Circle, Tolland CT 06084, United States DESCRIPTION: variable life and annuity product 2. DBA - KMA Wealth Management, LLC 3. BETH ISRAEL LAHEY HEALTH POSITION: Executive Leadership NATURE: Health System Network of hospitals and medical groups INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 70 START DATE: 03/23/2026 ADDRESS: 529 Main Street, Charlestown MA 02129, United States DESCRIPTION: General accounting oversight and process improvement initiatives

Exams

• S66 Uniform Combined State Law Examination
  2004-02-05

Other Names

• Greg Williams