Strategic Advisers
23yrs
Top 10% by experience at Strategic Advisers
23yrs
Gregory Michael Williams
Financial advisor at Osaic Wealth
At a glance
Experience23 years (since 2004)
How that compares ?Top 11% by experience in Somerville
OfficeSomerville, MA
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Combined State Law Examination
Career
- 2024 – nowOsaic Wealth, Inc.Current firm
- 2020 – 2024Securities America Advisors, Inc.Previously
- 2006 – 2020SSN Advisory, Inc.Previously
- 2004 – 2006MML Investors Services, LLCPreviously
Questions to ask Gregory
Tailored to Gregory’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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 Gregory
How do I contact Gregory?
Call Osaic Wealth at 800-821-5100 and ask for Gregory Michael Williams. Gregory works from the Somerville, MA office.
How long has Gregory been a financial advisor?
Gregory has been in the industry since 2004, about 23 years. Top 11% by experience in Somerville.
What licenses does Gregory hold?
Series 66. Tap any license on this page to see what it allows.
Is Gregory a fiduciary?
Gregory is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Gregory paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Gregory for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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