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EW
CFP · ChFC
EW
CFP · ChFC
Edward Gregory Williams
Facet
23 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Retirement Planning
Tax Planning
Estate Planning
Financial Planning & Coaching
Investment Management
Facet
Compensation
Fixed/Hourly
Firm Size
53 advisors
Number of Clients
12,392 clients
Average Client Portfolio
$312K average
Assets Under Management
$3.9B
Fee Structure
Financial Planning:
Included in AUM fee
Investment Management
Planning
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Location
Downingtown, PA
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History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
.
Customer Dispute
May 2015
Settled
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Facet
June 2021 - Present · 4 yrs 8 mos
Previous Registrations
Clarfeld
August 2020 - May 2021 · 9 mos
Advice and Planning Services
January 2016 - August 2020 · 4 yrs 7 mos
Tiaa-Cref Individual & Institutional Services, LLC
Broker
January 2016 - August 2020 · 4 yrs 7 mos
Vanguard Advisers INC
October 2014 - December 2015 · 1 yr 2 mos
Vanguard Marketing Corporation
Broker
January 2004 - December 2015 · 11 yrs 11 mos
Usallianz Investor Services, LLC
Broker
September 2002 - December 2003 · 1 yr 3 mos
Directed Services, INC.
Broker
December 2001 - June 2002 · 6 mos
State Registrations
2 states
PA
TX
Advisor
Exams
No exam information available for this advisor.
Edward Gregory Williams - Financial Advisor | TrueAdvisor