Duncan Shawn Mccall

Employer firm

Williams Asset Management CRD 338196

$661M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 08/2022 → 10/2024
  Williams Asset Management
  Columbia, MD
• 06/2021 → 08/2021
  Strategic Wealth Management Group Ltd.
  Mcmurray, PA
• 08/2018 → 05/2022
  Pennsylvania State University
  State College, PA
• 08/2014 → 06/2018
  Peters Township School District
  Mcmurray, PA
• 05/2022 → 08/2022
  N/A
  Mcmurray, PA
• 05/2017 → 07/2021
  Valley Brook Country Club
  Canonsburg, PA
• 04/2015 → 08/2018
  Southpointe Management Llc
  Canonsburg, PA
• 08/2022 → 10/2024
  Commonwealth Financial Network
  Waltham, MA
• 10/2024 → Present
  Williams Asset Management
  Columbia, MD
• 08/2022 → 07/2024
  Williams Asset Management
  Columbia, MD
• 01/2026 → Present
  Williams Asset Management
  Columbia, MD

Previous Registrations

• 2024-09-12 → 2026-01-30
  Commonwealth Financial Network
  Columbia, MD

Other Businesses

1. Member, McSix, LLC, an entity created for the purpose of managing real estate in State College, PA 16801, as of 11/20/2018; 0% time spent during business hours; Not conducted at branch; Investment related. 2. Member, SLM6, LLC; an entity created for the purpose of buying and managing residential real estate in Oakland, MD 21550 and Rockville, MD 20852, as of 10/30/2024; 0% time spent during business hours; Not conducted at branch; Investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-09-12

Designations

• Certified Financial Planner