CW
CFP
CW
CFP

Christopher Stephen Williams

6 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
55 advisors
Number of Clients
1,101 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$3.0B

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
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Location

300 Bellevue Parkway, Suite 300, Wilmington, DE, 19809-0708

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Bryn Mawr Trust Advisors, LLC
May 2024 - Present · 1 yr 9 mos
Previous Registrations
Affinity Wealth Management LLC
October 2019 - April 2024 · 4 yrs 6 mos
State Registrations1 state
DE
Advisor
Exams
No exam information available for this advisor.