Kelly Elizabeth Williams

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

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

Current Employers

Employment History

• 10/2013 → 01/2017
  Charles Schwab & Co., Inc.
  Horsham, PA
• 01/2017 → 11/2018
  The Village Teahouse
  West Point, PA
• 12/2018 → Present
  Charles Schwab & Co, Inc.
  Lansdale, PA

Previous Registrations

• 2014-11-10 → 2017-01-27
  Charles Schwab & Co., Inc.
  Horsham, PA

Other Businesses

(1) The Village Teahouse | Not investment related | 1572 Kriebel Road, Lansdale, PA 19446 | start date 12/07/2018 | Consultant, family-run business | Less than 20 hours per month | None during securities trading hours. (2) Cornerstonevandc|Investment Related:No|Retail|Reseller|2023-04-03|Hours Per Month:Less than 20|Hours Spent during Security Trading:0|My husband has been reselling items online through online sellers like ebay and mercari. He asked that I get involved to help him stay organized. There is no formal business, as he sells a small amount of items as a hobby.

Exams

• S66 Uniform Combined State Law Examination
  2014-11-10

Other Names

• Kelly E Mitchell