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Chad Tyler Williamson

Gratus Wealth Advisors LLC

Virginia Beach, VA

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Current Employers
Gratus Wealth Advisors Llc

192 Ballard Ct Ste 101, Virginia Beach, VA 23462 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2024-01-18
  • VA RA
    APPROVED
    Since 2024-01-18

Branch Locations

192 Ballard Ct Ste 101, Virginia Beach, VA 23462 • 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
OrganizationCityStateFromTo
Bb&T Bank Williamsburg VA 01/2016 02/2021
Bb&T Investment Services, Inc. Richmond VA 01/2016 02/2021
Bb&T Securities, Llc Richmond VA 01/2018 02/2021
Truist Investment Services, Inc. Williamsburg VA 02/2021 01/2022
Truist Advisory Services, Inc. Atlanta GA 02/2021 01/2022
Newedge Securities, Inc. Pittsburgh PA 02/2022 12/2023
Newedge Advisors, Llc. New Orleans LA 02/2022 12/2023
Gratus Wealth Advisors Virginia Beach VA 01/2024 Present
Purshe Kaplan Sterling Investments Albany NY 02/2024 12/2025
  • 01/2016 → 02/2021
    Bb&T Bank
    Williamsburg, VA
  • 01/2016 → 02/2021
    Bb&T Investment Services, Inc.
    Richmond, VA
  • 01/2018 → 02/2021
    Bb&T Securities, Llc
    Richmond, VA
  • 02/2021 → 01/2022
    Truist Investment Services, Inc.
    Williamsburg, VA
  • 02/2021 → 01/2022
    Atlanta, GA
  • 02/2022 → 12/2023
    Newedge Securities, Inc.
    Pittsburgh, PA
  • 02/2022 → 12/2023
    Newedge Advisors, Llc.
    New Orleans, LA
  • 01/2024 → Present
    Gratus Wealth Advisors
    Virginia Beach, VA
  • 02/2024 → 12/2025
    Purshe Kaplan Sterling Investments
    Albany, NY
Previous Registrations
  • 2022-02-09 → 2024-02-01
    New Orleans, LA
    Virginia Beach, VA
  • 2021-02-17 → 2021-11-23
    Atlanta, GA
  • 2018-01-02 → 2021-02-17
    Bb&T Securities, Llc
    Charlotte, NC
    Williamsburg, VA
    Richmond, VA
  • 2016-03-17 → 2018-01-02
    Bb&T Investment Services, Inc.
    Charlotte, NC
    Williamsburg, VA
Other Businesses

1. Gratus Wealth Advisors. Investment-related. At registered location. RIA. Managing Partner. 01/2024. 160 hrs/ month. 160 hrs during trading hrs. Owner of financial services business DBA Gratus Wealth Advisors providing personal financial advice and investment advisory services. 2. Fixed Insurance. Investment-related. At registered location. Fixed Insurance. Agent. 01/2024. 5 hrs/ month. 5 hrs during trading hrs. Provide insurance advice based on the needs of clients. 3. Virginia Beach Community Chapel. Not investment-related. 1261 Laskin Rd., Virginia Beach, VA 23451. Church. Deacon. 02/2025. 4 hrs/month. 2 hrs during trading hrs. Responsible for connecting church members regarding disbursements from the Helping Hands Ministry funds at VBCC. This ministry manages a church account which provides financial support.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-03-16
  • S66 Uniform Combined State Law Examination
    2016-03-16
Designations

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