George Mason Williams

Employer firm

Wealthspire Retirement Advisory CRD 121254

$38.6B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• RESEARCH/VENDOR REPORTS ON 401(K) PLANS / DILIGENCE ON INVESTMENT LINEUPS

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

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

Current Employers

Employment History

• 05/2010 → 07/2023
  Nationwide Investment Services Corporation
  Columbus, OH
• 07/2023 → 11/2024
  Unemployed
  Keller, TX
• 11/2024 → 10/2025
  Nfp Retirement, Inc.
  Aliso Viejo, CA
• 10/2025 → Present
  Wealthspire Retirement Advisory
  Aliso Viejo, CA

Previous Registrations

• 2013-08-01 → 2023-08-09
  Nationwide Investment Advisors, Llc
  Columbus, OH

Exams

• S66 Uniform Combined State Law Examination
  2013-07-31
• S63 Uniform Securities Agent State Law Examination
  1993-05-17

Other Names

• George Mason Williams