Robert Adam Williams

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 10/2017 → 06/2019
  Carolina Athletic Hospitality
  Chapel Hill, NC
• 05/2013 → 08/2018
  City Of Kinston Parks And Recreation
  Kinston, NC
• 08/2003 → 05/2019
  Student
  La Grange, NC
• 05/2020 → 11/2021
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 05/2020 → 11/2021
  Northwestern Mutual Investment Services Llc
  Durham, NC
• 06/2019 → 03/2020
  Enterprise Rent A Car
  Morrisville, NC
• 10/2020 → 11/2021
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 11/2021 → 01/2026
  Merrill Lynch, Pierce, Fenner & Smithincorporated
  Charlotte, NC
• 11/2021 → 12/2021
  Ponysaurus Brewing Company
  Durham, NC
• 03/2022 → 01/2026
  Bank Of America, N.A.
  Charlotte, NC
• 01/2026 → Present
  Wells Fargo Clearing Services, Llc
  Raleigh, NC

Previous Registrations

• 2022-03-24 → 2026-01-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Raleigh, NC
  Chapel Hill, NC
  Raleigh, NC
  New York, NY
  Raleigh, NC
  Durham, NC
  Chapel Hill, NC
  Durham, NC
  Chapel Hill, NC
  Durham, NC
  Durham, NC

Other Businesses

I*: 2228264 Entity Type: Charitable Name of OBA: Eno River Unitarian Universalist Fellowship Address: Durham, NC 27707 Investment Related: No Position, Title, Association: Committee member Employee Start Date: 04/01/2025 Number of Hours: 4 hrs annually Number of Hours during trading: 0 Duties: I would be working with the Investment Committee that would serve as a liaison between the church's Foundation and the professional that manages the endowment fund.

Exams

• S66 Uniform Combined State Law Examination
  2022-03-23
• S63 Uniform Securities Agent State Law Examination
  2020-09-10

Other Names

• Adam Williams
• Robert Adam Williams
• Robert A Williams