Tatyana Williams

Employer firm

Lincoln Investment CRD 519

$22.0B regulatory AUM 595 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2021 → 01/2025
  The Vanguard Group, Inc
  Malvern, PA
• 05/2014 → 05/2021
  Shoprite
  Wayne, NJ
• 09/2018 → 05/2021
  William Paterson University
  Wayne, NJ
• 06/2017 → 11/2017
  Restaurant Depot
  Pine Brook, NJ
• 01/2018 → 05/2021
  William Paterson University
  Wayne, NJ
• 01/2017 → 05/2017
  University Of The Arts
  Philadelphia, PA
• 06/2019 → 01/2020
  Northwestern Mutual
  Paramus, NJ
• 03/2025 → Present
  Lincoln Investment
  Fort Washington, PA

Previous Registrations

• 2021-09-14 → 2025-02-21
  Vanguard Advisers, Inc.
  Malvern, PA

Exams

• S66 Uniform Combined State Law Examination
  2021-08-09

Designations

• Certified Financial Planner

Other Names

• Tatyana Williams
• Tatyana Azure Williams