Patricia Williams is a CFP-designated registered investment advisor, based in Fremont, CA, with 38 years of industry experience.
Location
Fremont, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Patricia is the CEO of Silicon Private Wealth, a registered investment advisory firm, spending about half her time there. She is also a registered representative and insurance agent with Purshe Kaplan Sterling, performing insurance reviews and discussing variable annuities, dedicating a few hours per week to this role.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Silicon Private Wealth, LLC
Previous Registrations
Viant Capital LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations4 states
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