Nicholas Alexander Williams

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/2022 → Present
  Raymond James Financial Services, Inc.
  Bozeman, MT
• 10/2018 → 01/2022
  Bozeman Site Services
  Bozeman, MT
• 10/2021 → 01/2022
  Sportsman's Warehouse
  Bozeman, MT
• 07/2021 → 10/2021
  Montana Party Rentals
  Bozeman, MT
• 08/2019 → 05/2020
  Sportsman's Warehouse
  Bozeman, MT
• 08/2019 → 12/2019
  Montana State University
  Bozeman, MT
• 08/2018 → 12/2021
  Montana State University
  Bozeman, MT
• 05/2018 → 08/2018
  Boise Supply Company
  Meridian, ID
• 04/2017 → 09/2017
  Power Enterprises
  Nampa, ID
• 02/2017 → 05/2017
  Weedman Lawn Care
  Meridian, ID
• 10/2016 → 02/2017
  Yogurt Court
  Garden City, ID
• 08/2014 → 08/2018
  Eagle High School
  Eagle, ID
• 01/2022 → Present
  Hudak Financial Strategies
  Bozeman, MT
• 03/2023 → Present
  Raymond James Financial Services Advisors, Inc.
  Bozeman, MT
• 06/2026 → Present
  Stone Leaf Financial
  Bozeman, MT
• 08/2026 → Present
  Always B Llc
  Bozeman, MT

Exams

• S66 Uniform Combined State Law Examination
  2023-03-07

Other Names

• Nick Williams