Direct booking
Book time directly with this advisor, no back-and-forth required
1 advisor near New York, NY
Based on your filters
Owen W
Series 65
Brooklyn, NY
Williamson Legacy Group, LLC
Owen Williamson is a financial advisor at Williamson Legacy Group, LLC in Brooklyn, NY, holding a Series 65 designation with four years of industry experience. His prior roles include positions at Axxcess Wealth Management, LLC, the City of Tampa, and NYC Parks. Williamson Legacy Group serves individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans by providing personalized financial planning and both discretionary and non-discretionary investment advisory services. The firm uses a client-specific financial planning approach combined with fundamental and technical analysis to tailor portfolios according to each client’s objectives, tax sensitivity, and time horizon.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
We found advisors who
match your criteria
Add your contact info to see them and get help making the right introduction.
We'll only reach out about your advisor search.
No spam.
1 advisor near New York, NY
Based on your filters