Thomas O 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

• 01/2011 → 01/2018
  Marist College
  Poughkeepsie, NY
• 01/2018 → 05/2018
  H&R Block
  Ronkonkama, NY
• 09/2018 → 06/2021
  Commonwealth Financial Network
  Waltham, MA
• 07/2018 → 06/2021
  Colarossi And Williams
  Islandia, NY
• 06/2021 → Present
  Commonwealth Financial Network
  Waltham, MA
• 06/2021 → 04/2026
  Colarossi And Williams
  Islandia, NY
• 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. Owner, TOW Wealth Managment; a private entity established to facilitate securities, advisory, and insurance business; Located in Islandia, NY 11722; as of 09/03/2024; 0% time spent during business hours; Conducted at branch; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2019-02-11