President, Treasurer, and Secretary · Old Port Advisors
Fredric W. Williams
CRD 712536 · Named on Form ADV at one SEC-registered adviser
At a glance
Old Port Advisors, an SEC-registered wealth manager based in Portland, ME with $783 million in regulatory assets, lists Fredric W. Williams on its Form ADV as President, Treasurer, and Secretary, a control person.
Firms and roles
- Old Port AdvisorsPresident, Treasurer, and SecretaryWealth manager · Portland, ME · $783M in regulatory assets
AtlasMembers
Fredric’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Jason E. FosterExecutive Vice President, Old Port Advisors
- Tracy W. RogersExecutive Vice President, Old Port Advisors
- Ben W. DaigleExecutive Vice President, Old Port Advisors
- Jake T. KenyonExecutive Vice President, Old Port Advisors
- Erica M. BlyClient Service Manager and Chief Compliance Officer, Old Port Advisors
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Fredric’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.