Best Investors Account Sign in

Kelly Michelle Williams

Vanguard Advisers, Inc.

Malvern, PA

Claim This Profile
Current Employers
Vanguard Advisers, Inc.

100 Vanguard Blvd, Malvern, PA 19355 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-09-19
NC RA APPROVED 2023-08-14
NJ RA APPROVED 2023-05-04
PA RA APPROVED 2020-01-03
TX RA APPROVED 2020-01-03
  • FL RA
    APPROVED
    Since 2024-09-19
  • NC RA
    APPROVED
    Since 2023-08-14
  • NJ RA
    APPROVED
    Since 2023-05-04
  • PA RA
    APPROVED
    Since 2020-01-03
  • TX RA
    APPROVED
    Since 2020-01-03

Branch Locations

100 Vanguard Blvd, Malvern, PA 19355 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Vanguard Group, Inc. Malvern PA 05/2013 Present
Vanguard Marketing Corporation Malvern PA 05/2013 Present
Vanguard Advisers, Inc. Malvern PA 01/2020 Present
  • 05/2013 → Present
    The Vanguard Group, Inc.
    Malvern, PA
  • 05/2013 → Present
    Vanguard Marketing Corporation
    Malvern, PA
  • 01/2020 → Present
    Vanguard Advisers, Inc.
    Malvern, PA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2013-07-03
  • S63 Uniform Securities Agent State Law Examination
    2013-07-03
Designations
Other Names
  • Kelly Michelle Williams
  • Kelly Michelle Colaw

View on SEC IAPD

Other Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
MVO PRIVATE WEALTH, LLC
LPL FINANCIAL LLC
TRAYNOR CAPITAL MANAGEMENT
NORTHEAST ADVISERS, INC.
HARVEST FINANCIAL PARTNERS
VANGUARD ALTERNATIVE ASSETS ADVISER, LLC

Other Investors

MARK EDWARD MUELLER
ROBERT STACY FRIED
KELLY K PASTER
David Sung
Matthew Maskarinec
JARED IAN HARK
MICHAEL JOHN JORDAN
SIMON ANTOINE ARRATA

Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · MALVERN, PA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · MALVERN, PA
STATE FARM INVESTMENT MANAGEMENT CORP. · Paoli, PA
MVO PRIVATE WEALTH, LLC · MALVERN, PA
LPL FINANCIAL LLC · Malvern, PA
TRAYNOR CAPITAL MANAGEMENT · MALVERN, PA
NORTHEAST ADVISERS, INC. · PAOLI, PA
HARVEST FINANCIAL PARTNERS · PAOLI, PA

More in Malvern, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor