William Robert Mcwilliams

Employer firm

Vanguard Advisers, Inc. CRD 106715

$345B regulatory AUM 89,430 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• 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

• 01/2023 → 04/2024
  Jpmorgan Chase Bank, Na
  Tempe, AZ
• 01/2023 → 04/2024
  Jpmorgan Securities Llc
  Tempe, AZ
• 03/2022 → 11/2022
  Penfed Credit Union
  Tysons, VA
• 05/2021 → 03/2022
  Chase Bank
  Phoenix, AZ
• 01/2020 → 05/2021
  Wells Fargo Bank
  Phoenix, AZ
• 12/2018 → 01/2020
  Self-Employed
  Scottsdale, AZ
• 06/2013 → 12/2018
  Rustic Rescue
  Peoria, AZ
• 08/2022 → 09/2022
  Williams-Sonoma, Inc.
  San Francisco, CA
• 10/2019 → 01/2020
  Usic, Llc
  Phoenix, AZ
• 10/2017 → 07/2018
  Home Depot
  Peoria, AZ
• 04/2023 → 02/2025
  Dc Ranch Village Health Club
  Scottsdale, AZ
• 04/2024 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 07/2024 → 10/2024
  Self-Employed
  Scottsdale, AZ
• 04/2024 → Present
  Vanguard Marketing Corporation
  Scottsdale, AZ
• 09/2025 → 11/2025
  The Village Health Club
  Scottsdale, AZ
• 06/2024 → Present
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Exams

• S66 Uniform Combined State Law Examination
  2024-06-04
• S63 Uniform Securities Agent State Law Examination
  2023-04-25

Other Names

• Billy Mcwilliams
• William Mcwilliams
• William Mcwilliams
• William Robert Mcwilliams
• Billy Robert Mcwilliams
• William R Mcwilliams
• William Mcwilliam
• Billy Robert Mcwilliams
• Billy R Mcwilliams
• Billy R Mcwilliams
• Billy Mcwilliams
• William R Mcwilliams