Brian M Williams

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 05/2011 → Present
  Off Key Tikki
  Patchogue, NY
• 04/2021 → 02/2022
  Colarossi And Williams
  Islandia, NY
• 04/2021 → 02/2022
  Commonwealth Financial Network
  Waltham, MA
• 02/2022 → 04/2026
  Colarossi And Williams
  Islandia, NY
• 02/2022 → Present
  Commonwealth Financial Network
  Waltham, MA
• 04/2026 → Present
  Williams Wealth Planners
  Islandia, NY

Other Businesses

1. Fixed insurance sales; located in Islandia, NY, as of 07/06/22; 5% time spent during business hours; Conducted at branch location; Investment related. 2. Bartender, The Wayward; Located at 98 Main St Sayville, NY 11782, as of 4/01/2023; Approximately 25% time spent during business hours; Not conducted at branch location; Not investment related. 3. Owner of rental property located in Dover, VT, as of 11/22/2024; 0% time spent during business hours; Not conducted at branch location; Investment related. 4. Owner, BWilliams Wealth Management Inc; a private entity established to facilitate securities, advisory, and insurance business; Located in Islandia, NY 11722; as of 01/01/2025; 0% time spent during business hours; Conducted at branch; Investment related. 5. Bartender, Katch at Venetian Shores; Located at 850 Venetian Blvd, Lindenhurst, NY 11757, as of 6/26/2025; 0% of time spent during business hours; Not conducted at branch location; Not investment related

Exams

• S66 Uniform Combined State Law Examination
  2021-09-30