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Brandan Williams

29 Years of Experience
Richmond, VA
Broker

Brandan Williams is a registered investment advisor at D.A. Davidson & CO., based in Richmond, VA, with 29 years of industry experience. Brandan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
686 advisors
IM Fee
Planning only
Assets Under Management
$41.8B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

4901 Libbie Mill East Blvd., Suite 210, Richmond, VA, 23230

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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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Other Business Activities

Brandan serves as a Deacon at Pryor Memorial Presbyterian Church, assisting with the 5 cents a meal program. This involves collecting donations, making deposits, and writing checks, requiring minimal time.

Employment History
Current Registrations
D.A. Davidson & CO.Broker
April 2025 - Present · 1 yr 1 mo
D.A. Davidson & CO.
April 2025 - Present · 1 yr 1 mo
Previous Registrations
Truist Investment Services, INC.Broker
February 2021 - April 2025 · 4 yrs 2 mos
Truist Advisory Services, INC.
February 2021 - April 2025 · 4 yrs 2 mos
Bb&t Securities, LLC
August 2014 - February 2021 · 6 yrs 6 mos
Bb&t Securities, LLCBroker
January 2013 - February 2021 · 8 yrs 1 mo
Scott & Stringfellow, LLCBroker
May 1999 - January 2013 · 13 yrs 8 mos
Scott & Stringfellow, INC.Broker
March 1997 - May 1999 · 2 yrs 2 mos
State Registrations11 states
CADCFLGAMDNCNYOHSCTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.