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Wesley Samuel Williams

Investment Adviser Representative at ASSET PRESERVATION ADVISORS, LLC

Atlanta, GACRD #5880943Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
States Registered
1 states
Exams Passed
3

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Georgia
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 3/24/2025
Series 66
Uniform Combined State Law Examination
Passed 4/14/2011
Series 7
General Securities Representative Examination
Passed 3/8/2011

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $500,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Asset Preservation Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ASSET PRESERVATION ADVISORS, LLCCurrent
3/25/2025Atlanta, GA
MORGAN STANLEY SMITH BARNEY LLC
2/17/20125/21/2012Chattanooga, TN
STERNE AGEE INVESTMENT ADVISORS, INC.
5/10/20112/3/2012Chattanooga, TN

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Wesley Samuel 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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Wesley Samuel Williams - Financial Advisor in Atlanta, GA | AdvisorFinder