Colin Harrington Williams

Employer firm

Encompass Wealth Advisors, LLC CRD 170807

$473M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)

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

Current Employers

Encompass Wealth Advisors, Llc

15350 Sw Sequoia Parkway Suite 250, Portland, OR 97224 • United States

Current Registrations

Authority	Category	Status	Date
OR	RA	APPROVED	2014-07-17

OR RA
APPROVED

Since 2014-07-17

Branch Locations

15350 Sw Sequoia Parkway Suite 250, Portland, OR 97224 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Encompass Wealth Advisors, Llc	Portland	OR	07/2014	Present
Purshe Kaplan Sterling Investments	Albany	NY	06/2017	Present

07/2014 → Present

Encompass Wealth Advisors, Llc

Portland, OR
06/2017 → Present

Purshe Kaplan Sterling Investments

Albany, NY

Previous Registrations

2009-06-01 → 2014-07-23

Morgan Stanley

Portland, OR
2008-06-23 → 2009-06-01

Citigroup Global Markets Inc.

Portland, OR
2007-05-10 → 2008-07-07

Ubs Financial Services Inc.

Portland, OR

Portland, OR

Other Businesses

1. ENCOMPASS WEALTH ADVISORS, LL; INVESTMENT RELATED; 15350 SW SEQUOIA PKWY, STE 250, PORTLAND, OR 97224; RIA; IAR; START DATE 07/15/2014; FULL-TIME 2. CORNELL STAR & CRESCENT FOUNDATION-NOT INVESTMENT RELATED-777 STEWART AVE, ITHACA, NY 14850-COLLEGE LITERARY NON-PROFIT -PRESIDENT, DIRECTOR-6/2014-2 HRS/MTH-2 DURING TRADING HRS-EDUCATIONAL NON-PROFIT. 3. ST. JOHN THE BAPTIST EPISCOPAL CHURCH ENDOWMENT COMMITTEE; INVESTMENT RELATED; 6300 SW NICOL READ PORTLAND, OR 97223; CHURCH; COMMITTEE MEMBER; 3/2018; 1 HOUR/MONTH; 0 HOURS DURING SECURITIES HOURS; PARTICIPATE IN OVERSIGHT OF CHURCH'S ENDOWMENT. 4. ELIZABETH COTTAGE RENTAL PROPERTY; NOT INVESTMENT RELATED; WEST LULWORTH, ENGLAND; RENTAL PROPERTY; OWNER; MAY 2019; LESS THAN ONE HOUR PER MONTH, NOT DURING TRADING HOURS. 5. Fixed Insurance-Not investment related-15350 SW Sequoia Parkway, Ste 250, Portland, OR 97224-Insurance-Agent-7/2014-10 hrs/mth-1 during trading hrs-Assist clients with insurance needs. 6. Assistance League of Portland; Not Investment Related; 4000 SW 117th Avenue Beaverton OR 97005; Community Outreach & Thrift Shop; Board of Advisors; 04/01/2022; 0.17 hrs/mo; 2 hrs during trading; Listen to the organizations leadership and give ideas and support for improvement.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2004-12-10

S66 Uniform Combined State Law Examination

2004-12-10

Designations

Certified Financial Planner

Other Names

Colin Williams

View on SEC IAPD