Raymond James & Associates
47yrs
Top advisor by experience in Wellesley
36yrs
Daniel Williams
Full name on record: Daniel Robert Williams
Financial advisor at Williams Advisory Services
Daniel Williams is a fiduciary financial advisor in Wellesley, Massachusetts, with 36 years in the industry. Daniel joined Williams Advisory Services in 2010, after a year at Comprehensive Capital Management and seven years at Heritage Financial Services. Daniel’s designations include CFP® and ChFC.
One of 446 advisors with offices in Wellesley, and one of 393 fiduciaries.
At a glance
Experience36 years (since 1991)
How that compares ?Top 8% by experience nationwide
Office900 Washington Street, Wellesley, MA 02482
How the firm is paid ?Percent of assets, Flat fee, Commissions, Other
Typical client at the firm ?$1.18 million
States licensed ?1 state
Services through Williams Advisory Services
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2010 – nowWilliams Advisory Services, LLCCurrent firm
- Oct 2009 – Jul 2010Comprehensive Capital Management, Inc.Previously
- 2002 – 2009Heritage Financial ServicesPreviously
- 2001 – 2009Commonwealth Financial NetworkPreviously
Contact Daniel
(508) 598-1247Williams Advisory Services main office 900 Washington StreetWellesley, MA 02482Office · Get directions
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call Williams Advisory Services at (508) 598-1247 and ask for Daniel Williams. Daniel works from the Wellesley, MA office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 1991, about 36 years. Top 8% by experience nationwide.
What licenses does Daniel hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Williams Advisory Services reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, other fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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