Connor Antonio Williamson
Investment Adviser Representative at Rightoak Asset Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Connor Antonio Williamson is an investment adviser representative with Rightoak Asset Management, LLC in Mason, MI, where they have been registered since 2025, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Michigan and Texas.
Registrations & licenses
- Investment adviser:
- Michigan, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- TEN Point FinancialAug 2023 – Sep 2025Grand Ledge, MI
- ALDIJun 2024 – Aug 2024Webberville, MI
- Michigan State UniversityAug 2022 – May 2025Lansing, MI
- Mason HIGH SchoolAug 2018 – May 2022Mason, MI
- Mason Middle SchoolAug 2015 – Jun 2018Mason, MI
- Rightoak Asset Management, LLCSep 2025 – no end date reportedGrand Ledge, MI
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Rightoak Asset Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $250,000
- Estimated blended rate
- 0.02
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Mason, MI
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Connor Antonio Williamson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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