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Donald Williams

HANLON INVESTMENT MANAGEMENT, INC.·EGG HARBOR TWP., New Jersey
SIE, Series 7, Series 63, Series 65Clean recordHANLON INVESTMENT MANAGEMENT, INC.
3393 BARGAINTOWN ROAD, EGG HARBOR TWP., NJ 08234CRD# 4257940Firm CRD# 118851

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Donald Williams · EGG HARBOR TWP., NJ
Registration
CRD #4257940 · HANLON INVESTMENT MANAGEMENT, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
VESTGEN INVESTMENT MANAGEMENT, LLC
CRD 118851 · SEC 801-60889
AUM
$607M
Regulatory assets under management
Employees
26
2,759 client accounts
Services offered by VESTGEN INVESTMENT MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
High Net Worth Individuals
View all advisors at VESTGEN INVESTMENT MANAGEMENT, LLC →
Introduction

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04

Frequently Asked Questions

What services does Donald Williams offer?
Donald Williams specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EGG HARBOR TWP., New Jersey for a consultation.
What are Donald Williams's credentials?
Donald Williams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donald Williams located?
Donald Williams is based in EGG HARBOR TWP., New Jersey, working with HANLON INVESTMENT MANAGEMENT, INC.. Their office serves clients in the EGG HARBOR TWP. metropolitan area and surrounding communities.
How does Donald Williams charge for services?
Donald Williams's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HANLON INVESTMENT MANAGEMENT, INC.?
HANLON INVESTMENT MANAGEMENT, INC. has approximately 26 employees and manages $607M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HANLON INVESTMENT MANAGEMENT, INC.

Dierdre A Downham
EGG HARBOR TWP., NJ
Christopher Adamo
EGG HARBOR TWP., NJ
John Joseph Hanlon
EGG HARBOR TWP., NJ
CFP

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