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Robert Michael Williams

Valmark Advisers, Inc.

Pittsford, NY

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Current Employers
Valmark Advisers, Inc.

130 Springside Drive Suite 300, Akron, OH 44333 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-11
IL RA APPROVED 2025-03-11
DE RA APPROVED 2025-03-03
OH RA APPROVED 2025-03-03
AL RA APPROVED 2025-02-27
IN RA APPROVED 2025-02-27
NH RA APPROVED 2025-02-27
RI RA APPROVED 2025-02-27
WI RA APPROVED 2025-02-27
CO RA APPROVED 2025-02-26
TX RA APPROVED_RES 2025-02-26
WA RA APPROVED 2025-02-26
CA RA APPROVED 2025-01-01
MD RA APPROVED 2025-01-01
OR RA APPROVED 2025-01-01
SC RA APPROVED 2025-01-01
MA RA APPROVED 2023-02-27
GA RA APPROVED 2023-02-16
NJ RA APPROVED 2023-02-16
CT RA APPROVED 2023-02-15
ME RA APPROVED 2023-02-15
NC RA APPROVED 2023-02-15
PA RA APPROVED 2023-02-15
VA RA APPROVED 2023-02-15
NY RA APPROVED 2023-01-17
  • FL RA
    APPROVED
    Since 2025-03-11
  • IL RA
    APPROVED
    Since 2025-03-11
  • DE RA
    APPROVED
    Since 2025-03-03
  • OH RA
    APPROVED
    Since 2025-03-03
  • AL RA
    APPROVED
    Since 2025-02-27
  • IN RA
    APPROVED
    Since 2025-02-27
  • NH RA
    APPROVED
    Since 2025-02-27
  • RI RA
    APPROVED
    Since 2025-02-27
  • WI RA
    APPROVED
    Since 2025-02-27
  • CO RA
    APPROVED
    Since 2025-02-26
  • TX RA
    APPROVED_RES
    Since 2025-02-26
  • WA RA
    APPROVED
    Since 2025-02-26
  • CA RA
    APPROVED
    Since 2025-01-01
  • MD RA
    APPROVED
    Since 2025-01-01
  • OR RA
    APPROVED
    Since 2025-01-01
  • SC RA
    APPROVED
    Since 2025-01-01
  • MA RA
    APPROVED
    Since 2023-02-27
  • GA RA
    APPROVED
    Since 2023-02-16
  • NJ RA
    APPROVED
    Since 2023-02-16
  • CT RA
    APPROVED
    Since 2023-02-15
  • ME RA
    APPROVED
    Since 2023-02-15
  • NC RA
    APPROVED
    Since 2023-02-15
  • PA RA
    APPROVED
    Since 2023-02-15
  • VA RA
    APPROVED
    Since 2023-02-15
  • NY RA
    APPROVED
    Since 2023-01-17

Branch Locations

1080 Pittsford Victor Rd. Ste. 201, Pittsford, NY 14534 • 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
Penn Mutual Life Ins Co Horsham PA 03/2016 07/2018
Hornor Townsend & Kent Inc Horsham PA 06/2016 07/2018
Lincoln Financial Advisors Rochester NY 07/2018 01/2019
Hornor, Townsend, & Kent Inc. Horsham PA 01/2019 08/2020
Valmark Securities, Inc. Akron OH 08/2020 Present
  • 03/2016 → 07/2018
    Penn Mutual Life Ins Co
    Horsham, PA
  • 06/2016 → 07/2018
    Hornor Townsend & Kent Inc
    Horsham, PA
  • 07/2018 → 01/2019
    Lincoln Financial Advisors
    Rochester, NY
  • 01/2019 → 08/2020
    Hornor, Townsend, & Kent Inc.
    Horsham, PA
  • 08/2020 → Present
    Valmark Securities, Inc.
    Akron, OH
Other Businesses

1) CAMP HACCAMO | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: BOARD MEMBER | ADDRESS: 809 FIVE POINTS RD. RUSH, NY 14543 | START DATE: 4/2/2018 | NATURE OF ACTIVITY: CHARITY/RELIGIOUS/FOUNDATION | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: TREASURER FOR THE CAMP AND SERVE ON THE DEVELOPMENT COMMITTEE.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-13
S63 Uniform Securities Agent State Law Examination 2016-06-28
  • S65 Uniform Investment Adviser Law Examination
    2023-01-13
  • S63 Uniform Securities Agent State Law Examination
    2016-06-28

View on SEC IAPD

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MORGAN STANLEY
CHARLES SCHWAB & CO., INC.
COMMONWEALTH FINANCIAL NETWORK
OSAIC WEALTH, INC.

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Matthew M Matteson
Jason R Alexander
Angelo J Ponticello
GARY M FITCH
Jessica Royston
JACQUELINE M SINCLAIR-PARKER

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PITTSFORD, NY
ARMBRUSTER CAPITAL MANAGEMENT, INC. · PITTSFORD, NY
KICKSTAND WEALTH ADVISORS · PITTSFORD, NY
MARK ANDREW PAGANELLI · PITTSFORD, NY
MORGAN STANLEY · Pittsford, NY
CHARLES SCHWAB & CO., INC. · Pittsford, NY
COMMONWEALTH FINANCIAL NETWORK · Pittsford, NY
COMMONWEALTH FINANCIAL NETWORK · PITTSFORD, NY

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