Rafael Williamson, REIT Complaint Against UBS Advisor

A recent investor complaint against Boston, Massachusetts financial advisor Rafael Williamson (CRD# 2784795) alleges that he misrepresented investments in REITs and variable annuities. Financial Industry Regulatory Authority records show that he is registered as a broker and an investment advisor with UBS Financial Services.

Mr. Williamson’s BrokerCheck report discloses one investor complaint. Filed in February 2025, it alleges that as a representative of UBS Financial Services, he misrepresented and recommended unsuitable investments in real estate investment trusts and variable annuities. The pending complaint alleges unspecified damages.

UBS Financial Services’ website includes a profile of Mr. Williamson that describes him as a member of Crossbar Wealth Partners, a practice within the firm. “He has a background in advising family offices on their generational wealth framework and guiding business owners and partners through liquidity events,” it explains. “His experience across all asset classes and investment vehicles provides the ability to leverage the global capabilities of UBS to bring together the appropriate planning and investment solutions for clients.  His primary focus is to connect the planning process with portfolio construction and implementation with a specialty in alternative investments.”

According to the Financial Industry Regulatory Authority, Rafael Williamson holds 15 years of securities industry experience. Based in Boston, Massachusetts, he has been registered as a broker and an investment advisor with UBS Financial Services since 2015. His past registrations include LCD PCG, International Assets Advisor, Dewaay Financial Network, Hampton Hedge Fund Marketing, and Gunnallen Financial. His credentials include the passage of four securities industry qualifying exams: the Uniform Investment Adviser Law Examination, or Series 65; the Uniform Securities Agent State Law Examination, or Series 63; the Securities Industry Essentials Examination, or SIE; and the General Securities Representative Examination, or Series 7. He holds 37 state licenses. (Information current as of June 2, 2025.)

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