Matthew Williams
Investment Adviser Representative at Oneascent Financial Services LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Matthew Williams is an investment adviser representative with Oneascent Financial Services LLC in Birmingham, AL, where they have been registered since 2026. They have worked in the securities industry since 2011 and have been registered with 3 firms, including Cetera Investment Advisers LLC and Concourse Financial Group Advisors. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Alabama.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Alabama
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.
- Concourse Financial Group Securities IncFeb 2011 – Feb 2025Birmingham, AL
- Cetera Wealth Services, LLCFeb 2025 – Mar 2026El Segundo, CA
- Cetera Investment Advisers LLCFeb 2025 – Mar 2026Schaumburg, IL
- OneAscent Financial Services, LLCMar 2026 – no end date reportedBirmingham, AL
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Oneascent Financial Services 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
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
Financial planning, wealth management, retirement planning, tax planning, legacy planning, and insurance and risk management. The firm also offers business exit planning and employer retirement plans.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 78
- Offices listed on AdvisorFinder:
- 23
- Main office:
- Birmingham, AL
- SEC file number:
- 801-108265
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 14, 2026
View full firm profileOther advisors at Oneascent Financial Services LLC
Showing 12 of 78 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Matthew Williams 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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