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Antoine Williams

6 Years of Experience
Beachwood, OH
Broker

Antoine Williams is a registered investment advisor at Cetera Investment Advisers LLC, based in Beachwood, OH, with 6 years of industry experience. Antoine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

26949 Chagrin Blvd, Beachwood, OH, 44122

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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

Antoine is a board member for Breadwinners Academy, focusing on financial literacy, and an employee of East Mount Zion Baptist Church, handling financial reconciliation and statements. These activities take up minimal time and about 10-20% of his time, respectively.

Employment History
Current Registrations
Cetera Investment Advisers LLC
January 2026 - Present · 6 mos
Cetera Investment Services LLCBroker
January 2026 - Present · 6 mos
Previous Registrations
Strategic Advisers LLC
March 2025 - September 2025 · 6 mos
Fidelity Personal and Workplace Advisors
March 2022 - March 2025 · 3 yrs
Fidelity Brokerage Services LLCBroker
January 2022 - September 2025 · 3 yrs 8 mos
J.P. Morgan Securities LLCBroker
May 2021 - November 2021 · 6 mos
Key Investment Services LLCBroker
January 2013 - September 2014 · 1 yr 8 mos
State Registrations1 state
OH
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.
Antoine Williams - Financial Advisor | TrueAdvisor