Glenn Alfred Williams

Employer firm

Northstar Financial Companies, Inc. CRD 119396

$519M regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• 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

• 05/2002 → Present
  A.H. Williams
  Philadelphia, PA
• 12/2025 → Present
  Northstar Financial Companies, Inc.
  Conshohocken, PA

Previous Registrations

• 2003-11-13 → 2026-07-07
  A. H. Williams & Company, Inc.
  Naples, FL
  Ocean City, NJ
  Haddonfield, NJ

Other Businesses

(1)AH Williams, investment related, 11 E. Mt Vernon Ave, Suite A, Haddonfield, NJ 08033, affiliated investment adviser, President, May 2002, 150 hours month, 150 during trading hours, manage an investment adviser that specialized in municipal bonds. (2) Northstar Financial Companies, Inc. 1201 E, Hector St. Conshohocken, PA 19428, affiliated investment adviser, IAR, Dec. 2025 150 month, 150 during trading hours, manage an investment adviser that specialized in municipal bonds.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-04-09
• S65 Uniform Investment Adviser Law Examination
  1997-11-12