Gavin Paul Walter

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

• 04/2024 → Present
  Williams Asset Management
  Columbia, MD
• 08/2020 → 02/2024
  University Of Maryland College Park
  College Park, MD
• 09/2016 → 06/2020
  Hereford High School
  Parkton, MD
• 04/2025 → Present
  Commonwealth Financial Network
  Waltham, MA
• 01/2026 → Present
  Williams Asset Management
  Columbia, MD

Previous Registrations

• 2025-04-15 → 2026-01-30
  Commonwealth Financial Network
  Columbia, MD

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-04-07

Designations

• Certified Financial Planner